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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
447
shares
|
$200,819
0.06% of portfolio
|
Q1 2025
Added 202.03%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$199,022
0.13% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
432
shares
|
$194,080
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
430
shares
|
$193,181
0.11% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
401
shares
|
$180,153
0.12% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
390
shares
|
$175,211
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Feb 18, 2025 Q4 2024 |
382
shares
|
$171,617
0.04% of portfolio
|
Q4 2024
Reduced 80.71%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
377
shares
|
$169,371
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$165,327
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347
shares
|
$155,893
4.53% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
345
shares
|
$154,994
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
340
shares
|
$152,748
1.71% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
339
shares
|
$152,299
0.31% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$151,400
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
323
shares
|
$145,110
0.07% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
315
shares
|
$141,516
0.25% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
285
shares
|
$128,039
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$123,097
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$122,647
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
240
shares
|
$107,822
0.0% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
232
shares
|
$104,228
0.08% of portfolio
|
Q1 2025
Reduced 32.56%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
229
shares
|
$102,880
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
217
shares
|
$97,489
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
215
shares
|
$96,590
0.04% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208
shares
|
$93,446
0.04% of portfolio
|
Q1 2025
Reduced 99.73%
|