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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
323
shares
|
$162,633
0.01% of portfolio
|
Q1 2025
Reduced 87.29%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
322
shares
|
$162,130
0.07% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
315
shares
|
$158,605
0.27% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
300
shares
|
$151,053
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$137,961
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$137,458
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
238
shares
|
$119,835
0.05% of portfolio
|
Q1 2025
Added 526.32%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
232
shares
|
$116,814
0.08% of portfolio
|
Q1 2025
Reduced 32.56%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
229
shares
|
$115,303
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
217
shares
|
$109,261
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
215
shares
|
$108,254
0.04% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208
shares
|
$104,730
0.04% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
208
shares
|
$104,730
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
May 14, 2025 Q1 2025 |
203
shares
|
$102,212
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
195
shares
|
$98,184
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
191
shares
|
$96,170
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
170
shares
|
$85,596
0.09% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
165
shares
|
$83,079
0.03% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
162
shares
|
$81,568
0.03% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
156
shares
|
$78,547
1.0% of portfolio
|
Q1 2025
Added 155.74%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
150
shares
|
$75,526
0.05% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
145
shares
|
$73,008
0.11% of portfolio
|
Q1 2025
Reduced 86.61%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
140
shares
|
$70,491
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
120
shares
|
$60,421
0.0% of portfolio
|
Q1 2025
Reduced 68.59%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
110
shares
|
$55,386
0.03% of portfolio
|
Q4 2024
Added 144.44%
|