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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$4.6 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
10,215
shares
|
$4.6 Million
3.32% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
10,212
shares
|
$4.6 Million
1.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
10,206
shares
|
$4.59 Million
0.38% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
10,200
shares
|
$4.59 Million
0.35% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
10,198
shares
|
$4.59 Million
0.47% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
10,160
shares
|
$4.57 Million
3.62% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
10,157
shares
|
$4.57 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
10,153
shares
|
$4.57 Million
1.25% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
10,151
shares
|
$4.57 Million
3.59% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
10,142
shares
|
$4.57 Million
0.95% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
10,141
shares
|
$4.57 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
10,136
shares
|
$4.56 Million
3.76% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
10,131
shares
|
$4.56 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
10,095
shares
|
$4.54 Million
1.7% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
10,094
shares
|
$4.54 Million
3.13% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,087
shares
|
$4.54 Million
0.62% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
10,086
shares
|
$4.54 Million
0.49% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,080
shares
|
$4.54 Million
1.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$4.52 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
10,006
shares
|
$4.5 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$4.5 Million
0.69% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$4.5 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
10,000
shares
|
$4.5 Million
4.26% of portfolio
|
Q1 2025
Reduced 44.83%
|
|
|
Miura Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,000
shares
|
$4.5 Million
5.7% of portfolio
|
Q1 2025
Reduced 68.75%
|