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 |
|---|---|---|---|---|---|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
19,646
shares
|
$8.84 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
19,644
shares
|
$8.84 Million
0.54% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
19,640
shares
|
$8.84 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
19,624
shares
|
$8.83 Million
5.42% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
19,618
shares
|
$8.83 Million
2.61% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
19,602
shares
|
$8.82 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
19,587
shares
|
$8.82 Million
1.52% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
19,579
shares
|
$8.81 Million
3.6% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
19,564
shares
|
$8.81 Million
3.7% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
19,561
shares
|
$8.81 Million
1.86% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
19,509
shares
|
$8.78 Million
1.72% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
19,503
shares
|
$8.78 Million
1.64% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
19,501
shares
|
$8.78 Million
1.6% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
19,499
shares
|
$8.78 Million
1.51% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
19,496
shares
|
$8.78 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Vanderbilt University
Nashville, TN |
Apr 21, 2025 Q1 2025 |
19,476
shares
|
$8.77 Million
1.4% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
19,474
shares
|
$8.77 Million
10.72% of portfolio
|
Q1 2023
Reduced 14.95%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
19,467
shares
|
$8.76 Million
3.22% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
19,465
shares
|
$8.76 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
May 13, 2025 Q1 2025 |
19,417
shares
|
$8.74 Million
3.17% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
19,417
shares
|
$8.74 Million
0.79% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
May 13, 2025 Q1 2025 |
19,414
shares
|
$8.74 Million
6.89% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
19,384
shares
|
$8.73 Million
4.19% of portfolio
|
Q1 2025
Added 71.48%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
19,360
shares
|
$8.72 Million
3.47% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,360
shares
|
$8.72 Million
0.22% of portfolio
|
Q1 2025
Reduced 76.8%
|