Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,477 institutions that hold shares in the stock, with a total of 5.22 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
558
shares
|
$250,687
0.23% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
552
shares
|
$247,991
0.12% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
549
shares
|
$246,643
0.16% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
548
shares
|
$246,194
0.2% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
548
shares
|
$246,194
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
546
shares
|
$245,295
0.09% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Apr 22, 2025 Q1 2025 |
544
shares
|
$244,397
0.13% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
543
shares
|
$243,948
0.06% of portfolio
|
Q1 2025
Reduced 76.98%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
541
shares
|
$243,049
0.11% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
533
shares
|
$239,455
0.06% of portfolio
|
Q1 2025
Reduced 67.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$235,861
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$235,861
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
520
shares
|
$233,615
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
514
shares
|
$230,919
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
509
shares
|
$228,673
0.15% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
509
shares
|
$228,673
0.11% of portfolio
|
Q1 2025
Reduced 76.62%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$228,224
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
506
shares
|
$227,325
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$224,630
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
497
shares
|
$223,282
0.1% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
493
shares
|
$221,485
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
490
shares
|
$220,137
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
466
shares
|
$209,355
0.2% of portfolio
|
Q1 2025
Reduced 84.18%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
465
shares
|
$208,905
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
464
shares
|
$208,456
0.09% of portfolio
|
Q1 2025
Added 2.2%
|