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 |
|---|---|---|---|---|---|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$310,665
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
616
shares
|
$310,162
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
616
shares
|
$310,162
0.3% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
616
shares
|
$310,162
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$309,155
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
612
shares
|
$308,148
0.16% of portfolio
|
Q1 2024
Reduced 17.23%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
611
shares
|
$307,644
0.11% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$307,141
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
608
shares
|
$306,134
0.11% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
605
shares
|
$304,623
0.21% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
604
shares
|
$304,120
0.06% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$303,113
0.09% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Rye Brook Capital LLC
|
Apr 16, 2025 Q1 2025 |
600
shares
|
$302,106
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
600
shares
|
$302,106
0.37% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
600
shares
|
$302,106
0.01% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
600
shares
|
$302,106
0.23% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
599
shares
|
$301,602
0.14% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
597
shares
|
$300,595
0.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$300,091
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
591
shares
|
$297,574
0.2% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
590
shares
|
$297,070
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
584
shares
|
$294,049
0.05% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$292,035
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
579
shares
|
$291,532
0.16% of portfolio
|
Q1 2025
Reduced 43.01%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
577
shares
|
$290,525
0.06% of portfolio
|
Q1 2025
Reduced 18.96%
|