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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
16,831
shares
|
$7.58 Million
2.45% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
16,831
shares
|
$7.58 Million
1.61% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
16,827
shares
|
$7.58 Million
5.58% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
16,815
shares
|
$7.57 Million
3.62% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
16,805
shares
|
$7.57 Million
1.91% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
16,801
shares
|
$7.56 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
16,800
shares
|
$7.56 Million
2.63% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
16,776
shares
|
$7.55 Million
1.35% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
16,773
shares
|
$7.55 Million
5.07% of portfolio
|
Q1 2025
Added 58.81%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
16,763
shares
|
$7.55 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
16,763
shares
|
$7.55 Million
3.95% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
16,757
shares
|
$7.54 Million
1.42% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
16,746
shares
|
$7.54 Million
3.33% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,735
shares
|
$7.53 Million
1.33% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
16,735
shares
|
$7.53 Million
3.73% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
16,733
shares
|
$7.53 Million
6.14% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
16,730
shares
|
$7.53 Million
0.9% of portfolio
|
Q1 2025
Reduced 61.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
16,705
shares
|
$7.52 Million
3.06% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
16,687
shares
|
$7.51 Million
2.14% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
16,650
shares
|
$7.5 Million
2.33% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
16,646
shares
|
$7.49 Million
0.3% of portfolio
|
Q1 2025
Reduced 46.63%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
16,632
shares
|
$7.49 Million
2.55% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
16,612
shares
|
$7.48 Million
3.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
16,607
shares
|
$7.48 Million
3.99% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
16,605
shares
|
$7.48 Million
0.75% of portfolio
|
Q1 2025
Added 1.49%
|