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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
13,649
shares
|
$6.14 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
13,646
shares
|
$6.14 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
13,641
shares
|
$6.14 Million
5.26% of portfolio
|
Q1 2025
Added 142.38%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
13,615
shares
|
$6.13 Million
2.88% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
13,615
shares
|
$6.13 Million
4.4% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
13,613
shares
|
$6.13 Million
2.84% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
13,607
shares
|
$6.13 Million
5.37% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,606
shares
|
$6.13 Million
1.43% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Orser Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
13,594
shares
|
$6.12 Million
4.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,575
shares
|
$6.11 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
13,569
shares
|
$6.11 Million
3.85% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
13,552
shares
|
$6.1 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,545
shares
|
$6.1 Million
0.42% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
13,540
shares
|
$6.1 Million
0.13% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,536
shares
|
$6.09 Million
3.74% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
13,530
shares
|
$6.09 Million
0.59% of portfolio
|
Q1 2025
Added 54.65%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
13,528
shares
|
$6.09 Million
5.85% of portfolio
|
Q1 2024
Added 3.64%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
13,527
shares
|
$6.09 Million
1.55% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
13,523
shares
|
$6.09 Million
5.07% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
13,520
shares
|
$6.09 Million
0.65% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
13,501
shares
|
$6.08 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
13,496
shares
|
$6.08 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
13,481
shares
|
$6.07 Million
1.39% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
13,470
shares
|
$6.06 Million
1.47% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
13,466
shares
|
$6.06 Million
2.75% of portfolio
|
Q1 2025
Reduced 13.23%
|