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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
26,885
shares
|
$12.3 Million
4.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
26,869
shares
|
$12.3 Million
1.04% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
26,816
shares
|
$12.3 Million
8.6% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Herald Investment Management LTD
|
May 12, 2025 Q1 2025 |
26,745
shares
|
$12.3 Million
2.26% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
26,651
shares
|
$12.2 Million
0.98% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
26,639
shares
|
$12.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
26,594
shares
|
$12.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,567
shares
|
$12.2 Million
1.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
26,523
shares
|
$12.2 Million
1.29% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
26,501
shares
|
$12.1 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
26,495
shares
|
$12.1 Million
4.17% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
26,484
shares
|
$12.1 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
26,471
shares
|
$12.1 Million
4.45% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,377
shares
|
$12.1 Million
4.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
26,362
shares
|
$12.1 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
26,348
shares
|
$12.1 Million
2.39% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
26,328
shares
|
$12.1 Million
1.66% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
26,300
shares
|
$12 Million
4.27% of portfolio
|
Q1 2025
Added 47.75%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
26,262
shares
|
$12 Million
2.85% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
26,237
shares
|
$12 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
26,234
shares
|
$12 Million
2.84% of portfolio
|
Q1 2025
Added 37.83%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
26,203
shares
|
$12 Million
1.43% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
26,167
shares
|
$12 Million
10.04% of portfolio
|
Q3 2023
Added 17.87%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
26,161
shares
|
$12 Million
1.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
26,150
shares
|
$12 Million
3.93% of portfolio
|
Q1 2025
Added 24.33%
|