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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
61,721
shares
|
$28 Million
3.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
61,681
shares
|
$28 Million
1.9% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
61,670
shares
|
$28 Million
7.96% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
61,488
shares
|
$27.9 Million
4.84% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
61,431
shares
|
$27.9 Million
1.24% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
61,390
shares
|
$27.9 Million
5.69% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
61,265
shares
|
$27.8 Million
4.46% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
61,171
shares
|
$27.8 Million
2.46% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
61,087
shares
|
$27.7 Million
3.62% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
61,027
shares
|
$27.7 Million
2.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
60,923
shares
|
$27.7 Million
2.65% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
60,763
shares
|
$27.6 Million
3.53% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
60,597
shares
|
$27.5 Million
2.15% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
60,546
shares
|
$27.5 Million
10.61% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
60,535
shares
|
$27.5 Million
1.46% of portfolio
|
Q1 2025
Added 160.24%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
60,482
shares
|
$27.5 Million
6.38% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
60,415
shares
|
$27.4 Million
2.83% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
60,298
shares
|
$27.4 Million
6.09% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
60,247
shares
|
$27.4 Million
3.62% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
60,012
shares
|
$27.3 Million
3.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Lts One Management LP
|
May 14, 2025 Q1 2025 |
60,000
shares
|
$27.3 Million
8.52% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
May 08, 2025 Q1 2025 |
60,000
shares
|
$27.3 Million
6.81% of portfolio
|
Q2 2017
New holding
|
|
|
Proem Advisors LLC
|
May 12, 2025 Q1 2025 |
60,000
shares
|
$27.3 Million
7.38% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
59,932
shares
|
$27.2 Million
2.59% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
59,898
shares
|
$27.2 Million
3.85% of portfolio
|
Q4 2022
Added 0.55%
|