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 |
|---|---|---|---|---|---|
|
Bretton Capital Management, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,800
shares
|
$5.76 Million
4.55% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
12,799
shares
|
$5.76 Million
2.7% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
12,796
shares
|
$5.76 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
12,772
shares
|
$5.75 Million
2.59% of portfolio
|
Q4 2023
Added 24.81%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
12,764
shares
|
$5.75 Million
1.13% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
12,764
shares
|
$5.75 Million
4.08% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
12,759
shares
|
$5.74 Million
2.55% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
12,757
shares
|
$5.74 Million
2.09% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
12,754
shares
|
$5.74 Million
1.64% of portfolio
|
Q1 2025
Added 54.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
12,754
shares
|
$5.74 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
May 13, 2025 Q1 2025 |
12,742
shares
|
$5.74 Million
0.33% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
12,736
shares
|
$5.73 Million
4.48% of portfolio
|
Q1 2025
Added 280.18%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
12,734
shares
|
$5.73 Million
3.43% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
12,730
shares
|
$5.73 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,724
shares
|
$5.73 Million
2.99% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
12,699
shares
|
$5.72 Million
1.84% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
12,680
shares
|
$5.71 Million
4.52% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
12,648
shares
|
$5.69 Million
0.65% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
12,646
shares
|
$5.69 Million
1.68% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,643
shares
|
$5.69 Million
2.97% of portfolio
|
Q3 2022
Reduced 35.91%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
12,641
shares
|
$5.69 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
12,637
shares
|
$5.69 Million
1.02% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
12,630
shares
|
$5.69 Million
2.51% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,629
shares
|
$5.69 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
12,617
shares
|
$5.68 Million
3.02% of portfolio
|
Q1 2025
Reduced 9.05%
|