Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,498 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 |
|---|---|---|---|---|---|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
154,284
shares
|
$69.3 Million
7.23% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
154,124
shares
|
$69.2 Million
5.25% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Apr 16, 2025 Q1 2025 |
153,700
shares
|
$69.1 Million
7.6% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
153,594
shares
|
$69 Million
2.73% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
153,358
shares
|
$68.9 Million
2.57% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
152,764
shares
|
$68.6 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
152,502
shares
|
$68.5 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
152,144
shares
|
$68.4 Million
7.65% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
152,136
shares
|
$68.3 Million
6.75% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
151,766
shares
|
$68.2 Million
12.35% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
151,701
shares
|
$68.2 Million
1.89% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
151,681
shares
|
$68.1 Million
8.82% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
151,671
shares
|
$68.1 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
151,647
shares
|
$68.1 Million
4.88% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
151,407
shares
|
$68 Million
6.31% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
151,124
shares
|
$67.9 Million
5.15% of portfolio
|
Q3 2022
Reduced 15.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
151,078
shares
|
$67.9 Million
1.42% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
150,910
shares
|
$67.8 Million
3.54% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
M & L Capital Management LTD
London, X0 |
Apr 07, 2025 Q1 2025 |
150,200
shares
|
$67.5 Million
16.88% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
150,000
shares
|
$67.4 Million
1.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
149,388
shares
|
$67.1 Million
1.78% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
149,354
shares
|
$67.1 Million
3.07% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
149,050
shares
|
$67 Million
4.07% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
148,955
shares
|
$66.9 Million
2.46% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
148,681
shares
|
$66.8 Million
6.28% of portfolio
|
Q1 2025
Added 4.91%
|