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 |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
711
shares
|
$357,995
0.06% of portfolio
|
Q1 2025
Reduced 73.55%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
710
shares
|
$357,492
0.09% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
709
shares
|
$356,988
0.13% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
709
shares
|
$356,988
0.18% of portfolio
|
Q1 2025
Reduced 78.99%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
708
shares
|
$356,485
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
706
shares
|
$355,478
0.14% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
706
shares
|
$355,478
0.08% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Gagnon Securities LLC
|
May 09, 2025 Q1 2025 |
704
shares
|
$354,471
0.06% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
703
shares
|
$353,967
0.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
703
shares
|
$353,967
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
702
shares
|
$353,464
0.13% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
701
shares
|
$352,960
0.04% of portfolio
|
Q1 2025
Added 43.06%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
701
shares
|
$352,960
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
701
shares
|
$352,960
0.13% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
695
shares
|
$349,939
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
691
shares
|
$347,925
0.06% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
686
shares
|
$345,407
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
685
shares
|
$344,904
0.13% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
682
shares
|
$343,393
0.18% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
680
shares
|
$342,386
0.18% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
680
shares
|
$342,386
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
679
shares
|
$341,883
0.29% of portfolio
|
Q1 2025
Reduced 65.04%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
May 15, 2025 Q1 2025 |
679
shares
|
$341,883
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
676
shares
|
$340,372
0.58% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$334,834
0.13% of portfolio
|
Q4 2022
New holding
|