Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,475 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.37 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
27,820
shares
|
$12.7 Million
4.78% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
27,805
shares
|
$12.7 Million
2.61% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
27,787
shares
|
$12.7 Million
4.96% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
27,786
shares
|
$12.7 Million
6.77% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,771
shares
|
$12.7 Million
2.81% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
27,759
shares
|
$12.7 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
27,731
shares
|
$12.7 Million
7.03% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
27,718
shares
|
$12.7 Million
3.22% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
27,703
shares
|
$12.7 Million
0.94% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27,701
shares
|
$12.7 Million
1.78% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
27,695
shares
|
$12.7 Million
6.59% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
27,636
shares
|
$12.7 Million
1.44% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
27,606
shares
|
$12.6 Million
2.75% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
27,597
shares
|
$12.6 Million
1.97% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
27,575
shares
|
$12.6 Million
1.05% of portfolio
|
Q1 2025
Added 33.35%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
27,565
shares
|
$12.6 Million
4.42% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
27,525
shares
|
$12.6 Million
5.58% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
27,520
shares
|
$12.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
27,506
shares
|
$12.6 Million
0.85% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
27,503
shares
|
$12.6 Million
1.99% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
27,463
shares
|
$12.6 Million
3.2% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
27,414
shares
|
$12.6 Million
7.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
27,408
shares
|
$12.6 Million
0.36% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
27,369
shares
|
$12.5 Million
0.68% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
27,362
shares
|
$12.5 Million
1.19% of portfolio
|
Q1 2025
Added 18.09%
|