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 $2.37 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
40,678
shares
|
$18.7 Million
8.02% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
40,668
shares
|
$18.7 Million
1.84% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Wright Investors Service Inc
|
Apr 09, 2025 Q1 2025 |
40,647
shares
|
$18.7 Million
5.19% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Bonness Enterprises Inc
|
Apr 10, 2025 Q1 2025 |
40,600
shares
|
$18.6 Million
5.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
40,589
shares
|
$18.6 Million
9.65% of portfolio
|
Q1 2025
Added 52.31%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
40,568
shares
|
$18.6 Million
3.58% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
40,468
shares
|
$18.6 Million
5.43% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
40,468
shares
|
$18.6 Million
2.54% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
40,461
shares
|
$18.6 Million
3.45% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
40,440
shares
|
$18.6 Million
3.89% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
40,432
shares
|
$18.6 Million
2.73% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Pennant Select, LLC
Summit, NJ |
May 15, 2025 Q1 2025 |
40,400
shares
|
$18.5 Million
11.8% of portfolio
|
Q1 2025
Added 98.04%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
40,394
shares
|
$18.5 Million
2.12% of portfolio
|
Q1 2025
Reduced 46.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
40,362
shares
|
$18.5 Million
0.7% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
40,237
shares
|
$18.5 Million
3.08% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
40,207
shares
|
$18.4 Million
2.19% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
40,184
shares
|
$18.4 Million
10.51% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Bw Gestao De Investimentos Ltda.
|
May 15, 2025 Q1 2025 |
40,106
shares
|
$18.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
40,087
shares
|
$18.4 Million
1.65% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,071
shares
|
$18.4 Million
1.37% of portfolio
|
Q2 2023
Reduced 2.62%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
40,060
shares
|
$18.4 Million
5.48% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Alight Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
40,000
shares
|
$18.4 Million
7.02% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
39,943
shares
|
$18.3 Million
5.46% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Udine Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
39,941
shares
|
$18.3 Million
10.2% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
39,829
shares
|
$18.3 Million
3.11% of portfolio
|
Q1 2025
Added 0.29%
|