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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
58,847
shares
|
$26.7 Million
1.25% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
58,815
shares
|
$26.7 Million
5.5% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
58,790
shares
|
$26.7 Million
7.48% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
58,747
shares
|
$26.7 Million
5.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
58,679
shares
|
$26.7 Million
4.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
58,469
shares
|
$26.6 Million
1.2% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
58,379
shares
|
$26.5 Million
4.09% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
58,206
shares
|
$26.4 Million
6.19% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
58,161
shares
|
$26.4 Million
8.02% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
58,129
shares
|
$26.4 Million
7.83% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
57,954
shares
|
$26.3 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
57,864
shares
|
$26.3 Million
4.04% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
57,688
shares
|
$26.2 Million
2.22% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
57,684
shares
|
$26.2 Million
5.18% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
57,674
shares
|
$26.2 Million
3.23% of portfolio
|
Q1 2025
Added 60.23%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
57,632
shares
|
$26.2 Million
2.96% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
57,568
shares
|
$26.2 Million
1.62% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
57,557
shares
|
$26.1 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
57,497
shares
|
$26.1 Million
5.91% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
57,353
shares
|
$26.1 Million
4.76% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
57,227
shares
|
$26 Million
7.22% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
57,180
shares
|
$26 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
56,916
shares
|
$25.9 Million
0.46% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
56,906
shares
|
$25.9 Million
1.88% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Rovida Advisors Inc.
Newark, NJ |
May 12, 2025 Q1 2025 |
56,900
shares
|
$25.8 Million
16.01% of portfolio
|
Q1 2025
Added 89.67%
|