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 $2.38 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
9,285
shares
|
$4.28 Million
3.32% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,282
shares
|
$4.28 Million
3.47% of portfolio
|
Q3 2022
Added 2.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,277
shares
|
$4.27 Million
0.69% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,276
shares
|
$4.27 Million
0.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
9,273
shares
|
$4.27 Million
1.04% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
9,263
shares
|
$4.27 Million
3.32% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
9,263
shares
|
$4.27 Million
1.78% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
9,249
shares
|
$4.26 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
9,226
shares
|
$4.25 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,226
shares
|
$4.25 Million
1.87% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
9,222
shares
|
$4.25 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
9,212
shares
|
$4.24 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,197
shares
|
$4.24 Million
1.45% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
9,194
shares
|
$4.24 Million
0.52% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
9,192
shares
|
$4.23 Million
0.75% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
9,186
shares
|
$4.23 Million
3.5% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
9,183
shares
|
$4.23 Million
1.23% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,166
shares
|
$4.22 Million
2.64% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
9,164
shares
|
$4.22 Million
3.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,163
shares
|
$4.22 Million
0.42% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
9,163
shares
|
$4.22 Million
1.16% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,161
shares
|
$4.22 Million
2.29% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,159
shares
|
$4.22 Million
1.39% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
9,150
shares
|
$4.22 Million
1.76% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,142
shares
|
$4.21 Million
2.22% of portfolio
|
Q1 2025
Added 1.3%
|