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 |
|---|---|---|---|---|---|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
12,054
shares
|
$5.43 Million
4.78% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
12,035
shares
|
$5.42 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
12,033
shares
|
$5.42 Million
3.52% of portfolio
|
Q1 2025
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
12,032
shares
|
$5.42 Million
3.83% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
12,022
shares
|
$5.41 Million
1.6% of portfolio
|
Q1 2025
Added 49.64%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
11,992
shares
|
$5.4 Million
2.11% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
11,986
shares
|
$5.4 Million
1.7% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
11,979
shares
|
$5.39 Million
3.39% of portfolio
|
Q1 2025
New holding
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
11,971
shares
|
$5.39 Million
2.53% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
11,969
shares
|
$5.39 Million
3.35% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,965
shares
|
$5.39 Million
1.37% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
May 15, 2025 Q1 2025 |
11,944
shares
|
$5.38 Million
3.55% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
11,935
shares
|
$5.37 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
11,924
shares
|
$5.37 Million
0.17% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
11,906
shares
|
$5.36 Million
5.1% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
11,892
shares
|
$5.35 Million
3.92% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
11,871
shares
|
$5.34 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,859
shares
|
$5.34 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
11,854
shares
|
$5.34 Million
4.56% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
11,849
shares
|
$5.33 Million
0.55% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,817
shares
|
$5.32 Million
0.79% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
11,802
shares
|
$5.31 Million
0.91% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Unicom Systems, Inc.
Las Vegas, NV |
May 01, 2025 Q1 2025 |
11,800
shares
|
$5.31 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
11,795
shares
|
$5.31 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,790
shares
|
$5.31 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.51%
|