Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
896
shares
|
$451,144
0.55% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
886
shares
|
$446,109
0.34% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
880
shares
|
$443,088
0.19% of portfolio
|
Q1 2025
Reduced 70.41%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
877
shares
|
$441,578
0.17% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
876
shares
|
$441,074
0.22% of portfolio
|
Q1 2025
Reduced 34.09%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
873
shares
|
$439,564
0.26% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
867
shares
|
$436,543
0.28% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
866
shares
|
$436,039
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
864
shares
|
$435,032
0.35% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
853
shares
|
$429,494
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
851
shares
|
$428,487
0.09% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
845
shares
|
$425,465
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
845
shares
|
$425,465
0.14% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
840
shares
|
$422,948
0.26% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
838
shares
|
$421,941
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
836
shares
|
$420,934
0.31% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
836
shares
|
$420,934
0.27% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
831
shares
|
$418,416
0.25% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
825
shares
|
$415,395
0.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
823
shares
|
$414,388
0.3% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
821
shares
|
$413,381
0.22% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
820
shares
|
$412,878
0.12% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
819
shares
|
$412,374
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
816
shares
|
$410,864
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$410,360
0.22% of portfolio
|
Q3 2022
New holding
|