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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
509
shares
|
$256,286
0.11% of portfolio
|
Q1 2025
Reduced 76.62%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$255,783
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
506
shares
|
$254,776
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$251,755
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
497
shares
|
$250,244
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
490
shares
|
$246,719
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
480
shares
|
$241,684
4.62% of portfolio
|
Q2 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
466
shares
|
$234,635
0.2% of portfolio
|
Q1 2025
Reduced 84.18%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
465
shares
|
$234,132
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
464
shares
|
$233,628
0.09% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
447
shares
|
$225,068
0.06% of portfolio
|
Q1 2025
Added 202.03%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$223,054
0.13% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
430
shares
|
$216,509
0.11% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
429
shares
|
$216,005
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
401
shares
|
$201,907
0.12% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
390
shares
|
$196,368
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
377
shares
|
$189,823
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$185,291
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
359
shares
|
$180,760
0.4% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
May 14, 2025 Q1 2025 |
350
shares
|
$176,228
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347
shares
|
$174,717
4.53% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
345
shares
|
$173,710
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
340
shares
|
$171,193
1.71% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$169,682
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
323
shares
|
$162,633
0.07% of portfolio
|
Q1 2025
Added 15.77%
|