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 |
|---|---|---|---|---|---|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
13,271
shares
|
$5.97 Million
0.46% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
13,270
shares
|
$5.97 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
13,269
shares
|
$5.97 Million
3.95% of portfolio
|
Q1 2025
Added 21.63%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
13,255
shares
|
$5.97 Million
2.08% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
13,194
shares
|
$5.94 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,191
shares
|
$5.94 Million
4.07% of portfolio
|
Q1 2025
Added 43.38%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
13,177
shares
|
$5.93 Million
2.8% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
13,176
shares
|
$5.93 Million
1.84% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
13,152
shares
|
$5.92 Million
3.22% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,144
shares
|
$5.92 Million
2.11% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
13,143
shares
|
$5.92 Million
1.27% of portfolio
|
Q1 2025
Added 33.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,139
shares
|
$5.91 Million
0.15% of portfolio
|
Q1 2025
Reduced 73.85%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
13,136
shares
|
$5.91 Million
1.75% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
13,134
shares
|
$5.91 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
13,129
shares
|
$5.91 Million
2.44% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
13,119
shares
|
$5.91 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
13,112
shares
|
$5.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
13,107
shares
|
$5.9 Million
2.53% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
13,099
shares
|
$5.9 Million
2.61% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
13,087
shares
|
$5.89 Million
2.68% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
13,086
shares
|
$5.89 Million
1.45% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
13,072
shares
|
$5.88 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
13,071
shares
|
$5.88 Million
1.58% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,069
shares
|
$5.88 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$5.87 Million
1.69% of portfolio
|
Q4 2023
New holding
|