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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
55,674
shares
|
$25.3 Million
7.34% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
55,592
shares
|
$25.3 Million
7.47% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
55,442
shares
|
$25.2 Million
5.31% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
55,278
shares
|
$25.1 Million
3.43% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
55,210
shares
|
$25.1 Million
2.56% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
55,186
shares
|
$25.1 Million
2.67% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
55,151
shares
|
$25.1 Million
3.79% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
55,131
shares
|
$25 Million
3.96% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
55,065
shares
|
$25 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
55,059
shares
|
$25 Million
4.1% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,034
shares
|
$25 Million
2.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Eulav Asset Management
|
Apr 29, 2025 Q1 2025 |
55,030
shares
|
$25 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
55,000
shares
|
$25 Million
8.63% of portfolio
|
Q1 2023
Reduced 62.07%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
54,943
shares
|
$25 Million
5.78% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
54,925
shares
|
$25 Million
7.68% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
54,814
shares
|
$24.9 Million
6.34% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
54,806
shares
|
$24.9 Million
6.59% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
54,754
shares
|
$24.9 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
54,693
shares
|
$24.8 Million
4.67% of portfolio
|
Q1 2023
Added 80.44%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
54,673
shares
|
$24.8 Million
4.6% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
54,615
shares
|
$24.8 Million
5.43% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Independent Investors Inc
|
May 01, 2025 Q1 2025 |
54,523
shares
|
$24.8 Million
4.38% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
54,502
shares
|
$24.8 Million
5.15% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
54,406
shares
|
$24.7 Million
3.32% of portfolio
|
Q4 2022
Reduced 7.88%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
54,387
shares
|
$24.7 Million
4.0% of portfolio
|
Q1 2025
Added 1.98%
|