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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
25,250
shares
|
$11.6 Million
2.02% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Elwood Capital Partners LP
New York, NY |
May 14, 2025 Q1 2025 |
25,243
shares
|
$11.6 Million
8.19% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
25,208
shares
|
$11.5 Million
0.83% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,204
shares
|
$11.5 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,200
shares
|
$11.5 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
25,196
shares
|
$11.5 Million
9.64% of portfolio
|
Q1 2022
Reduced 2.27%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
25,195
shares
|
$11.5 Million
7.49% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
25,174
shares
|
$11.5 Million
3.82% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
25,173
shares
|
$11.5 Million
3.35% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
25,144
shares
|
$11.5 Million
4.91% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,086
shares
|
$11.5 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
25,085
shares
|
$11.5 Million
7.53% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
25,082
shares
|
$11.5 Million
4.4% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
25,075
shares
|
$11.5 Million
3.51% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
25,002
shares
|
$11.5 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Center Lake Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$11.5 Million
23.48% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
24,946
shares
|
$11.4 Million
2.98% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
24,946
shares
|
$11.4 Million
6.51% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
24,914
shares
|
$11.4 Million
1.28% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
24,898
shares
|
$11.4 Million
2.17% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
24,894
shares
|
$11.4 Million
4.16% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
24,888
shares
|
$11.4 Million
4.2% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
24,881
shares
|
$11.4 Million
4.52% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
24,878
shares
|
$11.4 Million
3.21% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
24,845
shares
|
$11.4 Million
2.73% of portfolio
|
Q4 2024
Reduced 45.17%
|