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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
665
shares
|
$334,834
0.27% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
661
shares
|
$332,820
0.24% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$332,316
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
658
shares
|
$331,309
0.18% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
658
shares
|
$331,309
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
656
shares
|
$330,302
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
656
shares
|
$330,302
0.25% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
654
shares
|
$329,295
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$327,281
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
650
shares
|
$327,281
0.26% of portfolio
|
Q1 2025
Reduced 53.9%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
May 14, 2025 Q1 2025 |
649
shares
|
$326,777
0.01% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
641
shares
|
$322,749
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
638
shares
|
$321,239
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
637
shares
|
$320,735
0.15% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
637
shares
|
$320,735
0.2% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
635
shares
|
$319,728
0.13% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
632
shares
|
$318,218
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
631
shares
|
$317,714
0.19% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$316,707
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$316,204
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
626
shares
|
$315,197
0.68% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
624
shares
|
$314,190
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Investments L P
Dallas, TX |
May 15, 2025 Q1 2025 |
622
shares
|
$313,183
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
621
shares
|
$312,679
0.15% of portfolio
|
Q1 2025
Reduced 97.23%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
621
shares
|
$312,679
0.14% of portfolio
|
Q1 2025
Reduced 40.86%
|