Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,489 institutions that hold shares in the stock, with a total of 5.16 Billion shares, which have been reported (via 13F filing form) to have a value of $2.32 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
221,107
shares
|
$99.3 Million
3.62% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
221,048
shares
|
$99.3 Million
5.69% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
220,836
shares
|
$99.2 Million
2.24% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
220,064
shares
|
$98.9 Million
1.97% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
218,547
shares
|
$98.2 Million
3.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
218,124
shares
|
$98 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
216,935
shares
|
$97.5 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bdf Gestion
Paris, I0 |
Apr 17, 2025 Q1 2025 |
216,889
shares
|
$97.4 Million
8.88% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Oribel Capital Management, LP
New York, NY |
Feb 13, 2025 Q4 2024 |
216,600
shares
|
$97.3 Million
3.29% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
216,358
shares
|
$97.2 Million
5.96% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
215,960
shares
|
$97 Million
9.73% of portfolio
|
Q4 2024
Added 803.33%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
215,785
shares
|
$96.9 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
215,642
shares
|
$96.9 Million
7.65% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
215,516
shares
|
$96.8 Million
4.15% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
215,087
shares
|
$96.6 Million
1.71% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
214,909
shares
|
$96.6 Million
1.61% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
214,791
shares
|
$96.5 Million
0.81% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
213,981
shares
|
$96.1 Million
1.63% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
213,930
shares
|
$96.1 Million
6.72% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
212,644
shares
|
$95.5 Million
6.78% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
212,557
shares
|
$95.5 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
211,267
shares
|
$94.9 Million
4.18% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
210,855
shares
|
$94.7 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
210,798
shares
|
$94.7 Million
5.55% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
210,643
shares
|
$94.6 Million
5.77% of portfolio
|
Q1 2025
Reduced 1.51%
|