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 $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
24,076
shares
|
$10.9 Million
4.08% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
24,054
shares
|
$10.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
24,048
shares
|
$10.9 Million
3.71% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24,041
shares
|
$10.9 Million
3.94% of portfolio
|
Q2 2022
Reduced 14.21%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
24,038
shares
|
$10.9 Million
2.53% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
23,987
shares
|
$10.9 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
23,986
shares
|
$10.9 Million
1.07% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
23,880
shares
|
$10.8 Million
4.93% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
23,840
shares
|
$10.8 Million
2.9% of portfolio
|
Q3 2023
Added 81.53%
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
23,806
shares
|
$10.8 Million
2.2% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
23,777
shares
|
$10.8 Million
8.12% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
23,755
shares
|
$10.8 Million
4.21% of portfolio
|
Q2 2022
Reduced 70.42%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
23,748
shares
|
$10.7 Million
3.17% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
23,731
shares
|
$10.7 Million
1.14% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
23,661
shares
|
$10.7 Million
3.17% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
23,655
shares
|
$10.7 Million
3.37% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
23,630
shares
|
$10.7 Million
2.55% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
23,625
shares
|
$10.7 Million
1.24% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
23,614
shares
|
$10.7 Million
3.96% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
23,610
shares
|
$10.7 Million
5.51% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
23,580
shares
|
$10.7 Million
6.11% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
23,569
shares
|
$10.7 Million
6.65% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
23,498
shares
|
$10.6 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
23,492
shares
|
$10.6 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,441
shares
|
$10.6 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.04%
|