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 $2.33 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
18,569
shares
|
$8.36 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
18,558
shares
|
$8.35 Million
3.1% of portfolio
|
Q1 2025
Added 563.5%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
18,499
shares
|
$8.33 Million
4.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
18,494
shares
|
$8.33 Million
1.95% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
18,493
shares
|
$8.33 Million
2.93% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
18,486
shares
|
$8.32 Million
1.94% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
18,484
shares
|
$8.32 Million
3.68% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
18,484
shares
|
$8.32 Million
2.51% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
18,465
shares
|
$8.31 Million
3.27% of portfolio
|
Q1 2025
Reduced 50.37%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
18,461
shares
|
$8.31 Million
3.82% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,453
shares
|
$8.31 Million
0.51% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
18,430
shares
|
$8.3 Million
2.61% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
18,395
shares
|
$8.28 Million
3.42% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,394
shares
|
$8.28 Million
2.77% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
18,374
shares
|
$8.27 Million
1.37% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
18,335
shares
|
$8.25 Million
5.38% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
18,333
shares
|
$8.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 85.33%
|
|
|
Privium Fund Management (Uk) LTD
|
May 08, 2025 Q1 2025 |
18,300
shares
|
$8.24 Million
5.36% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
18,292
shares
|
$8.23 Million
2.64% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18,264
shares
|
$8.22 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
18,244
shares
|
$8.21 Million
2.53% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
18,232
shares
|
$8.21 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
18,215
shares
|
$8.2 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
18,197
shares
|
$8.19 Million
5.8% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
18,193
shares
|
$8.19 Million
3.33% of portfolio
|
Q1 2025
Added 0.37%
|