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 |
|---|---|---|---|---|---|
|
Exane Asset Management
|
Apr 30, 2025 Q1 2025 |
14,654
shares
|
$6.6 Million
3.9% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
14,631
shares
|
$6.59 Million
2.84% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
14,628
shares
|
$6.59 Million
1.85% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
14,584
shares
|
$6.57 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
14,575
shares
|
$6.56 Million
3.53% of portfolio
|
Q1 2025
Added 83.98%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
14,566
shares
|
$6.56 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
14,563
shares
|
$6.56 Million
0.28% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
14,517
shares
|
$6.54 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
14,504
shares
|
$6.53 Million
0.77% of portfolio
|
Q1 2025
Added 44.91%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
14,493
shares
|
$6.52 Million
3.63% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
14,456
shares
|
$6.51 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
14,444
shares
|
$6.5 Million
1.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
14,440
shares
|
$6.5 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,431
shares
|
$6.5 Million
1.85% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
14,429
shares
|
$6.5 Million
2.6% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
14,421
shares
|
$6.49 Million
3.44% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
14,420
shares
|
$6.49 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
14,416
shares
|
$6.49 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
14,416
shares
|
$6.49 Million
2.03% of portfolio
|
Q3 2023
Reduced 27.66%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
14,355
shares
|
$6.46 Million
2.26% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
14,351
shares
|
$6.46 Million
3.78% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
14,323
shares
|
$6.45 Million
2.14% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
14,300
shares
|
$6.44 Million
2.19% of portfolio
|
Q1 2022
Reduced 0.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,299
shares
|
$6.44 Million
3.83% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
14,284
shares
|
$6.43 Million
1.28% of portfolio
|
Q1 2025
Reduced 11.49%
|