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 |
|---|---|---|---|---|---|
|
Share Andrew L.
Manchester, NH |
Apr 17, 2025 Q1 2025 |
575
shares
|
$289,518
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
569
shares
|
$286,497
0.2% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
568
shares
|
$285,993
0.15% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
567
shares
|
$285,490
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
564
shares
|
$283,979
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$283,476
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
563
shares
|
$283,476
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
562
shares
|
$282,972
0.09% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
560
shares
|
$281,965
0.13% of portfolio
|
Q2 2025
Reduced 29.56%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
559
shares
|
$281,462
0.15% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
552
shares
|
$277,937
0.71% of portfolio
|
Q1 2025
Added 37.31%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
552
shares
|
$277,937
0.12% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
551
shares
|
$277,434
0.2% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
548
shares
|
$275,923
0.2% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
548
shares
|
$275,923
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
546
shares
|
$274,916
0.12% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Apr 22, 2025 Q1 2025 |
544
shares
|
$273,909
0.13% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
543
shares
|
$273,405
0.06% of portfolio
|
Q1 2025
Reduced 76.98%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
541
shares
|
$272,398
0.0% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
541
shares
|
$272,398
0.11% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
534
shares
|
$268,874
0.02% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$264,342
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$264,342
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
520
shares
|
$261,825
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
509
shares
|
$256,286
0.15% of portfolio
|
Q1 2025
Added 5.38%
|