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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
26,150
shares
|
$12 Million
3.01% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,138
shares
|
$12 Million
1.95% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
26,007
shares
|
$11.9 Million
7.93% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
26,000
shares
|
$11.9 Million
1.76% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
25,966
shares
|
$11.9 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
25,901
shares
|
$11.9 Million
7.12% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
25,872
shares
|
$11.9 Million
3.22% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
25,845
shares
|
$11.8 Million
9.83% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
25,817
shares
|
$11.8 Million
5.25% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
25,810
shares
|
$11.8 Million
3.78% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
25,775
shares
|
$11.8 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
25,676
shares
|
$11.8 Million
2.6% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
25,609
shares
|
$11.7 Million
0.65% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
25,561
shares
|
$11.7 Million
1.76% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
25,554
shares
|
$11.7 Million
1.99% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
25,536
shares
|
$11.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
25,519
shares
|
$11.7 Million
1.75% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
25,411
shares
|
$11.6 Million
2.16% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
25,360
shares
|
$11.6 Million
1.8% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Settian Capital LP
|
May 05, 2025 Q1 2025 |
25,350
shares
|
$11.6 Million
7.74% of portfolio
|
Q2 2023
Added 18.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
25,330
shares
|
$11.6 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
25,325
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
25,325
shares
|
$11.6 Million
1.98% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
25,304
shares
|
$11.6 Million
2.44% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
25,286
shares
|
$11.6 Million
0.72% of portfolio
|
Q4 2022
Added 4.98%
|