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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
16,601
shares
|
$7.47 Million
1.4% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
16,599
shares
|
$7.47 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
16,562
shares
|
$7.46 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
16,531
shares
|
$7.44 Million
2.42% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
16,515
shares
|
$7.43 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
16,502
shares
|
$7.43 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
16,501
shares
|
$7.43 Million
5.71% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
16,475
shares
|
$7.42 Million
1.93% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
16,466
shares
|
$7.41 Million
2.43% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
16,464
shares
|
$7.41 Million
1.84% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
16,435
shares
|
$7.4 Million
2.43% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
16,433
shares
|
$7.4 Million
2.17% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
16,425
shares
|
$7.39 Million
2.72% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
16,413
shares
|
$7.39 Million
2.09% of portfolio
|
Q3 2023
Added 8.3%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
16,389
shares
|
$7.38 Million
8.25% of portfolio
|
Q1 2025
Reduced 40.38%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
16,373
shares
|
$7.37 Million
1.74% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
16,364
shares
|
$7.37 Million
3.41% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
16,361
shares
|
$7.37 Million
5.2% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
16,341
shares
|
$7.36 Million
0.74% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
16,327
shares
|
$7.35 Million
2.63% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
16,313
shares
|
$7.34 Million
2.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
16,296
shares
|
$7.34 Million
0.81% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
16,295
shares
|
$7.34 Million
2.17% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
16,257
shares
|
$7.32 Million
4.97% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
16,249
shares
|
$7.31 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.6%
|