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 |
|---|---|---|---|---|---|
|
Channing Global Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,100
shares
|
$7.7 Million
4.79% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
17,095
shares
|
$7.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
17,087
shares
|
$7.69 Million
3.38% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
17,080
shares
|
$7.69 Million
3.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Drystone LLC
|
May 01, 2025 Q1 2025 |
17,079
shares
|
$7.69 Million
7.78% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
17,055
shares
|
$7.68 Million
0.95% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
17,052
shares
|
$7.68 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
17,034
shares
|
$7.67 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
16,990
shares
|
$7.65 Million
1.96% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
16,966
shares
|
$7.64 Million
3.45% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
16,955
shares
|
$7.63 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
16,947
shares
|
$7.63 Million
4.62% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
16,946
shares
|
$7.63 Million
3.84% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,937
shares
|
$7.62 Million
3.24% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
16,921
shares
|
$7.62 Million
7.19% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
16,909
shares
|
$7.61 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Tikehau Investment Management
Paris, I0 |
May 07, 2025 Q1 2025 |
16,869
shares
|
$7.59 Million
10.24% of portfolio
|
Q1 2025
Reduced 33.14%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
16,866
shares
|
$7.59 Million
4.47% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
16,864
shares
|
$7.59 Million
0.34% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
16,851
shares
|
$7.59 Million
4.6% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
16,849
shares
|
$7.59 Million
2.41% of portfolio
|
Q1 2025
Added 397.31%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
16,849
shares
|
$7.59 Million
2.34% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
16,845
shares
|
$7.58 Million
4.91% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
16,844
shares
|
$7.58 Million
4.1% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,833
shares
|
$7.58 Million
2.48% of portfolio
|
Q1 2025
Added 0.45%
|