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 |
|---|---|---|---|---|---|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
22,913
shares
|
$10.4 Million
4.78% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
22,894
shares
|
$10.4 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
22,881
shares
|
$10.4 Million
1.34% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
22,872
shares
|
$10.4 Million
1.64% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
22,859
shares
|
$10.3 Million
5.64% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
22,858
shares
|
$10.3 Million
3.8% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
22,837
shares
|
$10.3 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
22,803
shares
|
$10.3 Million
3.16% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
22,801
shares
|
$10.3 Million
0.92% of portfolio
|
Q1 2025
Added 164.36%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
22,797
shares
|
$10.3 Million
1.52% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
22,786
shares
|
$10.3 Million
1.55% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
22,770
shares
|
$10.3 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
22,704
shares
|
$10.3 Million
8.05% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
22,702
shares
|
$10.3 Million
3.57% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
22,698
shares
|
$10.3 Million
1.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
22,681
shares
|
$10.3 Million
2.9% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
22,661
shares
|
$10.3 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
22,661
shares
|
$10.3 Million
1.81% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
22,618
shares
|
$10.2 Million
3.6% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
22,617
shares
|
$10.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
22,606
shares
|
$10.2 Million
0.94% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
22,580
shares
|
$10.2 Million
0.94% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,562
shares
|
$10.2 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
22,535
shares
|
$10.2 Million
4.23% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
22,532
shares
|
$10.2 Million
4.48% of portfolio
|
Q1 2025
Reduced 6.78%
|