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 |
|---|---|---|---|---|---|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
17,944
shares
|
$8.08 Million
3.91% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
17,936
shares
|
$8.07 Million
4.18% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
17,916
shares
|
$8.07 Million
3.81% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
17,910
shares
|
$8.06 Million
7.25% of portfolio
|
Q4 2023
Added 5.6%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
17,844
shares
|
$8.03 Million
1.17% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
17,828
shares
|
$8.03 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
17,828
shares
|
$8.03 Million
3.2% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
17,825
shares
|
$8.02 Million
1.19% of portfolio
|
Q1 2025
Added 401.97%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
17,816
shares
|
$8.02 Million
4.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
17,810
shares
|
$8.02 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
17,802
shares
|
$8.01 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
17,800
shares
|
$8.01 Million
5.11% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
17,792
shares
|
$8.01 Million
1.02% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
17,787
shares
|
$8.01 Million
3.43% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
17,785
shares
|
$8.01 Million
3.47% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
17,763
shares
|
$8 Million
1.14% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
17,760
shares
|
$8 Million
1.65% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
17,753
shares
|
$7.99 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
17,730
shares
|
$7.98 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
17,722
shares
|
$7.98 Million
2.74% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
17,717
shares
|
$7.98 Million
4.09% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
17,712
shares
|
$7.97 Million
0.76% of portfolio
|
Q1 2025
Added 147500.0%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
17,698
shares
|
$7.97 Million
3.05% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
17,674
shares
|
$7.96 Million
2.71% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Clear Street Derivatives LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,666
shares
|
$7.95 Million
0.11% of portfolio
|
Q1 2025
Added 128.13%
|