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 $2.33 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
19,352
shares
|
$8.71 Million
4.03% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
19,338
shares
|
$8.71 Million
8.04% of portfolio
|
Q3 2023
Reduced 13.03%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
19,322
shares
|
$8.7 Million
2.87% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Whitford Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,310
shares
|
$8.69 Million
9.23% of portfolio
|
Q1 2025
Reduced 74.46%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
19,306
shares
|
$8.69 Million
0.72% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,302
shares
|
$8.69 Million
1.07% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
19,275
shares
|
$8.68 Million
2.36% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
19,231
shares
|
$8.66 Million
3.96% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
May 09, 2025 Q1 2025 |
19,193
shares
|
$8.64 Million
8.33% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
19,153
shares
|
$8.62 Million
1.38% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
19,138
shares
|
$8.62 Million
4.74% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
19,135
shares
|
$8.61 Million
2.84% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
19,129
shares
|
$8.61 Million
1.91% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
19,125
shares
|
$8.61 Million
1.29% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
19,092
shares
|
$8.59 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
19,082
shares
|
$8.59 Million
3.57% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Cox Capital Mgt LLC
|
Apr 09, 2025 Q1 2025 |
19,081
shares
|
$8.59 Million
5.44% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
19,070
shares
|
$8.58 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
19,054
shares
|
$8.58 Million
2.94% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
19,051
shares
|
$8.58 Million
2.32% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
19,049
shares
|
$8.58 Million
5.2% of portfolio
|
Q1 2025
Added 143.69%
|
|
|
Rwq Financial Management Services, Inc.
|
May 02, 2025 Q1 2025 |
19,031
shares
|
$8.57 Million
4.78% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
19,011
shares
|
$8.56 Million
1.34% of portfolio
|
Q1 2025
Added 274.67%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
19,000
shares
|
$8.55 Million
6.7% of portfolio
|
Q1 2023
Reduced 16.48%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
18,957
shares
|
$8.53 Million
1.41% of portfolio
|
Q1 2025
Reduced 94.98%
|