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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
10,922
shares
|
$4.92 Million
1.64% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
10,919
shares
|
$4.92 Million
2.31% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
10,895
shares
|
$4.9 Million
1.89% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
10,887
shares
|
$4.9 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
10,887
shares
|
$4.9 Million
2.96% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
10,881
shares
|
$4.9 Million
0.5% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
10,881
shares
|
$4.9 Million
3.53% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
10,880
shares
|
$4.9 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
10,875
shares
|
$4.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
10,862
shares
|
$4.89 Million
1.42% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
10,861
shares
|
$4.89 Million
1.34% of portfolio
|
Q1 2025
Reduced 45.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
10,857
shares
|
$4.89 Million
0.6% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Dudley & Shanley, Inc.
|
Apr 09, 2025 Q1 2025 |
10,854
shares
|
$4.89 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
10,846
shares
|
$4.88 Million
1.54% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,832
shares
|
$4.88 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
10,831
shares
|
$4.88 Million
0.7% of portfolio
|
Q1 2025
Added 43.29%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,830
shares
|
$4.88 Million
1.99% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
10,829
shares
|
$4.87 Million
0.77% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
10,815
shares
|
$4.87 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
10,814
shares
|
$4.87 Million
3.45% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,808
shares
|
$4.87 Million
0.77% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Delphi Financial Group, Inc.
|
May 12, 2025 Q1 2025 |
10,800
shares
|
$4.86 Million
2.52% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
10,787
shares
|
$4.86 Million
6.19% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
10,786
shares
|
$4.86 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
10,777
shares
|
$4.85 Million
3.59% of portfolio
|
Q1 2025
Added 1.41%
|