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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,298
shares
|
$15.7 Million
0.86% of portfolio
|
Q3 2022
Added 10.14%
|
|
|
Gcq Funds Management Pty LTD
Sydney, C3 |
Apr 28, 2025 Q1 2025 |
34,282
shares
|
$15.7 Million
3.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
34,249
shares
|
$15.7 Million
0.6% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
34,238
shares
|
$15.7 Million
2.58% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,237
shares
|
$15.7 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.09%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
34,181
shares
|
$15.7 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
34,097
shares
|
$15.6 Million
2.72% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
34,082
shares
|
$15.6 Million
0.47% of portfolio
|
Q3 2023
Reduced 1.89%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
34,050
shares
|
$15.6 Million
3.51% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
34,016
shares
|
$15.6 Million
2.23% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
33,991
shares
|
$15.6 Million
4.74% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
33,878
shares
|
$15.5 Million
2.51% of portfolio
|
Q1 2025
Reduced 15.64%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
33,873
shares
|
$15.5 Million
1.94% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
33,869
shares
|
$15.5 Million
1.0% of portfolio
|
Q2 2024
Added 189.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
33,798
shares
|
$15.5 Million
1.47% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
33,783
shares
|
$15.5 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
33,759
shares
|
$15.5 Million
2.28% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
33,738
shares
|
$15.5 Million
6.74% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
33,668
shares
|
$15.4 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
33,563
shares
|
$15.4 Million
3.73% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
33,524
shares
|
$15.4 Million
3.16% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
33,517
shares
|
$15.4 Million
6.15% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
33,496
shares
|
$15.3 Million
2.6% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
33,492
shares
|
$15.3 Million
3.34% of portfolio
|
Q2 2023
Added 93.98%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
33,456
shares
|
$15.3 Million
8.96% of portfolio
|
Q1 2025
Added 162.15%
|