Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,476 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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
23,426
shares
|
$10.6 Million
1.8% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
23,425
shares
|
$10.6 Million
4.0% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
23,400
shares
|
$10.6 Million
5.58% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
23,366
shares
|
$10.6 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
23,365
shares
|
$10.6 Million
2.48% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
23,347
shares
|
$10.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 96.31%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
23,329
shares
|
$10.6 Million
3.11% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
23,310
shares
|
$10.5 Million
4.66% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
23,301
shares
|
$10.5 Million
5.7% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
23,277
shares
|
$10.5 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ttp Investments, Inc.
|
Apr 21, 2025 Q1 2025 |
23,273
shares
|
$10.5 Million
4.35% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
23,258
shares
|
$10.5 Million
3.5% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
23,245
shares
|
$10.5 Million
2.06% of portfolio
|
Q1 2025
Reduced 35.49%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
23,198
shares
|
$10.5 Million
1.96% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
23,176
shares
|
$10.5 Million
5.71% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
23,174
shares
|
$10.5 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
23,153
shares
|
$10.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
23,146
shares
|
$10.5 Million
0.55% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
23,130
shares
|
$10.5 Million
0.07% of portfolio
|
Q1 2025
Added 1023.36%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
May 01, 2025 Q1 2025 |
23,107
shares
|
$10.5 Million
6.47% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
23,098
shares
|
$10.5 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
23,077
shares
|
$10.4 Million
1.91% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
23,059
shares
|
$10.4 Million
4.96% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
23,044
shares
|
$10.4 Million
2.91% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
23,001
shares
|
$10.4 Million
2.58% of portfolio
|
Q1 2025
Added 0.39%
|