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 |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
20,350
shares
|
$9.21 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
20,345
shares
|
$9.21 Million
5.38% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
20,335
shares
|
$9.2 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
20,313
shares
|
$9.19 Million
2.95% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,311
shares
|
$9.19 Million
6.01% of portfolio
|
Q3 2024
Reduced 90.23%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
20,275
shares
|
$9.18 Million
0.73% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
20,261
shares
|
$9.17 Million
3.44% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
20,235
shares
|
$9.16 Million
2.68% of portfolio
|
Q4 2022
Added 7.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
20,190
shares
|
$9.14 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$9.13 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$9.13 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
20,154
shares
|
$9.12 Million
4.49% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
20,140
shares
|
$9.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 74.04%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
20,127
shares
|
$9.11 Million
4.6% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
20,098
shares
|
$9.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,037
shares
|
$9.07 Million
2.24% of portfolio
|
Q4 2024
Reduced 71.95%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
20,035
shares
|
$9.07 Million
3.22% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
20,022
shares
|
$9.06 Million
2.6% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
20,021
shares
|
$9.06 Million
0.48% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$9.05 Million
1.93% of portfolio
|
Q1 2022
New holding
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$9.05 Million
3.86% of portfolio
|
Q3 2023
Added 127.27%
|
|
|
Zimmer Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$9.05 Million
0.17% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
Rubicon Global Capital LTD
London, X0 |
Apr 15, 2025 Q1 2025 |
20,000
shares
|
$9.05 Million
2.56% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
19,985
shares
|
$9.04 Million
3.4% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
19,970
shares
|
$9.04 Million
3.41% of portfolio
|
Q4 2024
Added 12.13%
|