Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,475 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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
28,793
shares
|
$13.2 Million
2.1% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
28,788
shares
|
$13.2 Million
1.46% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,767
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 81.44%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
28,753
shares
|
$13.2 Million
4.33% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
28,709
shares
|
$13.2 Million
2.6% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
28,708
shares
|
$13.2 Million
4.68% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
28,701
shares
|
$13.1 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
28,701
shares
|
$13.1 Million
4.36% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
28,678
shares
|
$13.1 Million
0.78% of portfolio
|
Q1 2025
Reduced 75.37%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
28,671
shares
|
$13.1 Million
5.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
28,664
shares
|
$13.1 Million
4.41% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
28,650
shares
|
$13.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
28,644
shares
|
$13.1 Million
2.26% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
28,644
shares
|
$13.1 Million
2.47% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
28,644
shares
|
$13.1 Million
3.34% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Xxec, Inc.
|
Apr 09, 2025 Q1 2025 |
28,626
shares
|
$13.1 Million
9.3% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
28,505
shares
|
$13.1 Million
2.72% of portfolio
|
Q1 2025
Added 97.81%
|
|
|
Siren, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
28,500
shares
|
$13.1 Million
0.61% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
28,486
shares
|
$13.1 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
28,481
shares
|
$13 Million
4.76% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,469
shares
|
$13 Million
5.7% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
28,452
shares
|
$13 Million
2.88% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
28,447
shares
|
$13 Million
2.73% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
28,445
shares
|
$13 Million
8.82% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,442
shares
|
$13 Million
1.14% of portfolio
|
Q1 2025
Added 29.36%
|