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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
28,366
shares
|
$13 Million
4.77% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
28,360
shares
|
$13 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
28,358
shares
|
$13 Million
4.62% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
28,346
shares
|
$13 Million
4.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
28,334
shares
|
$13 Million
3.64% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
28,312
shares
|
$13 Million
5.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28,290
shares
|
$13 Million
2.11% of portfolio
|
Q2 2022
Reduced 30.58%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
28,270
shares
|
$13 Million
6.95% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
28,253
shares
|
$12.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
28,241
shares
|
$12.9 Million
4.25% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
28,181
shares
|
$12.9 Million
2.33% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,145
shares
|
$12.9 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Zweig Di Menna Associates LLC
|
May 07, 2025 Q1 2025 |
28,100
shares
|
$12.9 Million
1.98% of portfolio
|
Q1 2025
Reduced 70.95%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
28,098
shares
|
$12.9 Million
1.61% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
28,096
shares
|
$12.9 Million
6.96% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
28,066
shares
|
$12.9 Million
6.09% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Harrington Investments, Inc
|
Apr 11, 2025 Q1 2025 |
28,065
shares
|
$12.9 Million
6.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
28,062
shares
|
$12.9 Million
14.61% of portfolio
|
Q1 2025
Added 326.15%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
27,997
shares
|
$12.8 Million
3.54% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
27,959
shares
|
$12.8 Million
3.49% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
27,951
shares
|
$12.8 Million
4.21% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
27,929
shares
|
$12.8 Million
4.83% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
27,917
shares
|
$12.8 Million
1.59% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
27,882
shares
|
$12.8 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
27,833
shares
|
$12.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.21%
|