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 |
|---|---|---|---|---|---|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
12,610
shares
|
$5.68 Million
5.66% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
12,606
shares
|
$5.67 Million
0.9% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
12,597
shares
|
$5.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
12,595
shares
|
$5.67 Million
3.71% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,592
shares
|
$5.67 Million
5.8% of portfolio
|
Q2 2022
Added 4.59%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
12,588
shares
|
$5.67 Million
1.79% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
12,584
shares
|
$5.67 Million
0.83% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
12,566
shares
|
$5.66 Million
1.24% of portfolio
|
Q3 2023
New holding
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
12,554
shares
|
$5.65 Million
3.59% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
12,549
shares
|
$5.65 Million
1.87% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
12,529
shares
|
$5.64 Million
1.43% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
12,507
shares
|
$5.63 Million
5.24% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
12,506
shares
|
$5.63 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
12,503
shares
|
$5.63 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
12,497
shares
|
$5.63 Million
4.89% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
12,483
shares
|
$5.62 Million
0.77% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
12,475
shares
|
$5.62 Million
2.04% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
12,474
shares
|
$5.62 Million
2.13% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,470
shares
|
$5.61 Million
2.08% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
12,467
shares
|
$5.61 Million
1.93% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
12,466
shares
|
$5.61 Million
0.91% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,455
shares
|
$5.61 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
12,454
shares
|
$5.61 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
12,447
shares
|
$5.6 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,441
shares
|
$5.6 Million
2.84% of portfolio
|
Q1 2025
Added 1.48%
|