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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
14,115
shares
|
$6.35 Million
0.47% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
14,112
shares
|
$6.35 Million
6.19% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
14,099
shares
|
$6.35 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
14,095
shares
|
$6.35 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,089
shares
|
$6.34 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
14,089
shares
|
$6.34 Million
2.81% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
14,087
shares
|
$6.34 Million
4.91% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
14,084
shares
|
$6.34 Million
5.4% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
14,081
shares
|
$6.34 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
14,080
shares
|
$6.34 Million
3.99% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
14,079
shares
|
$6.34 Million
2.96% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
14,046
shares
|
$6.32 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
14,042
shares
|
$6.32 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
14,024
shares
|
$6.31 Million
2.9% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
14,020
shares
|
$6.31 Million
4.16% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
14,008
shares
|
$6.31 Million
4.8% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
14,003
shares
|
$6.3 Million
2.27% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
14,002
shares
|
$6.3 Million
1.77% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
14,001
shares
|
$6.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
13,999
shares
|
$6.3 Million
1.98% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
13,971
shares
|
$6.29 Million
4.82% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
13,959
shares
|
$6.28 Million
4.53% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
13,959
shares
|
$6.28 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
13,932
shares
|
$6.27 Million
0.28% of portfolio
|
Q1 2025
Reduced 93.29%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
13,910
shares
|
$6.26 Million
3.76% of portfolio
|
Q1 2025
Added 0.04%
|