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 |
|---|---|---|---|---|---|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
27,362
shares
|
$12.5 Million
0.9% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
27,358
shares
|
$12.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
27,337
shares
|
$12.5 Million
1.09% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
27,336
shares
|
$12.5 Million
5.89% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
27,322
shares
|
$12.5 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,282
shares
|
$12.5 Million
3.17% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
27,214
shares
|
$12.5 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Wormser Freres Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
27,182
shares
|
$12.5 Million
6.3% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
27,177
shares
|
$12.5 Million
1.88% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
27,129
shares
|
$12.4 Million
2.38% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
27,129
shares
|
$12.4 Million
7.7% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
27,120
shares
|
$12.4 Million
3.25% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
27,102
shares
|
$12.4 Million
5.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
27,093
shares
|
$12.4 Million
3.25% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
27,092
shares
|
$12.4 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
27,090
shares
|
$12.4 Million
2.12% of portfolio
|
Q1 2025
Added 25.66%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
27,063
shares
|
$12.4 Million
3.68% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
27,048
shares
|
$12.4 Million
2.49% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
27,040
shares
|
$12.4 Million
2.78% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
27,028
shares
|
$12.4 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
27,024
shares
|
$12.4 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
27,012
shares
|
$12.4 Million
4.25% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
26,993
shares
|
$12.4 Million
1.9% of portfolio
|
Q1 2025
Reduced 48.38%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
26,904
shares
|
$12.3 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
26,890
shares
|
$12.3 Million
2.4% of portfolio
|
Q1 2025
Added 22.14%
|