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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
13,462
shares
|
$6.06 Million
1.09% of portfolio
|
Q1 2025
Reduced 66.4%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
13,458
shares
|
$6.06 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
13,458
shares
|
$6.06 Million
1.39% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,450
shares
|
$6.05 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
13,445
shares
|
$6.05 Million
3.4% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
13,444
shares
|
$6.05 Million
3.03% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
13,413
shares
|
$6.04 Million
4.9% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
13,398
shares
|
$6.03 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
13,398
shares
|
$6.03 Million
1.61% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
13,395
shares
|
$6.03 Million
2.77% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
13,384
shares
|
$6.03 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
13,383
shares
|
$6.02 Million
3.19% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
13,381
shares
|
$6.02 Million
5.32% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
13,365
shares
|
$6.02 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Night Squared LP
New York, NY |
May 15, 2025 Q1 2025 |
13,348
shares
|
$6.01 Million
2.96% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
13,338
shares
|
$6 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
13,337
shares
|
$6 Million
1.56% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
13,321
shares
|
$6 Million
0.3% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
13,297
shares
|
$5.99 Million
1.67% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
13,297
shares
|
$5.99 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
13,291
shares
|
$5.98 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,289
shares
|
$5.98 Million
1.09% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
13,288
shares
|
$5.98 Million
2.07% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
13,277
shares
|
$5.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.45%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
13,273
shares
|
$5.98 Million
1.33% of portfolio
|
Q1 2025
Added 22.28%
|