Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 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 $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
73,971
shares
|
$33.6 Million
3.95% of portfolio
|
Q4 2020
Reduced 1.83%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
73,766
shares
|
$33.5 Million
3.71% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Horiko Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
73,750
shares
|
$33.5 Million
8.16% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
73,651
shares
|
$33.5 Million
3.61% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
73,583
shares
|
$33.4 Million
5.84% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
May 05, 2025 Q1 2025 |
73,571
shares
|
$33.4 Million
7.75% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
73,570
shares
|
$33.4 Million
1.2% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
May 08, 2025 Q1 2025 |
73,560
shares
|
$33.4 Million
2.84% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
73,534
shares
|
$33.4 Million
4.38% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
73,446
shares
|
$33.4 Million
1.34% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
73,323
shares
|
$33.3 Million
0.59% of portfolio
|
Q1 2025
Added 81.79%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
73,306
shares
|
$33.3 Million
4.83% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
72,984
shares
|
$33.2 Million
3.25% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
72,978
shares
|
$33.2 Million
2.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
72,863
shares
|
$33.1 Million
3.93% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
72,774
shares
|
$33.1 Million
1.92% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
72,679
shares
|
$33 Million
5.47% of portfolio
|
Q3 2023
Reduced 16.51%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
72,588
shares
|
$33 Million
2.3% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
72,571
shares
|
$33 Million
3.2% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
72,559
shares
|
$33 Million
1.52% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
72,539
shares
|
$33 Million
4.88% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
72,473
shares
|
$32.9 Million
6.76% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
72,280
shares
|
$32.8 Million
2.65% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
72,198
shares
|
$32.8 Million
1.56% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
72,174
shares
|
$32.8 Million
0.76% of portfolio
|
Q1 2025
Added 1.02%
|