Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,476 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 $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,965
shares
|
$8.99 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,939
shares
|
$8.98 Million
2.6% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,932
shares
|
$8.97 Million
3.43% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
19,922
shares
|
$8.97 Million
1.56% of portfolio
|
Q1 2025
Reduced 47.08%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
19,922
shares
|
$8.97 Million
3.63% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
19,904
shares
|
$8.96 Million
5.62% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
19,893
shares
|
$8.96 Million
4.2% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
19,887
shares
|
$8.95 Million
1.8% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
19,861
shares
|
$8.94 Million
2.05% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
19,860
shares
|
$8.94 Million
3.28% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
19,859
shares
|
$8.94 Million
4.26% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
19,849
shares
|
$8.94 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
19,847
shares
|
$8.93 Million
3.4% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
19,844
shares
|
$8.93 Million
7.6% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
19,824
shares
|
$8.92 Million
2.54% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
May 14, 2025 Q1 2025 |
19,803
shares
|
$8.91 Million
5.12% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
19,800
shares
|
$8.91 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
19,796
shares
|
$8.91 Million
4.27% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
19,766
shares
|
$8.9 Million
3.19% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
19,743
shares
|
$8.89 Million
4.19% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
19,709
shares
|
$8.87 Million
4.4% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
19,701
shares
|
$8.87 Million
5.11% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
19,697
shares
|
$8.87 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
19,697
shares
|
$8.87 Million
3.25% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
19,665
shares
|
$8.85 Million
1.89% of portfolio
|
Q1 2025
Added 26.02%
|