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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
124,702
shares
|
$56.5 Million
4.65% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
124,700
shares
|
$56.5 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
124,650
shares
|
$56.5 Million
1.29% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
124,473
shares
|
$56.4 Million
3.97% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
123,978
shares
|
$56.2 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
123,965
shares
|
$56.2 Million
3.42% of portfolio
|
Q1 2025
Added 101.41%
|
|
|
Ariel Investments, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
123,894
shares
|
$56.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
123,810
shares
|
$56.1 Million
2.98% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
123,781
shares
|
$56.1 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
123,341
shares
|
$55.9 Million
8.62% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
122,793
shares
|
$55.6 Million
1.55% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
122,389
shares
|
$55.5 Million
3.45% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
122,316
shares
|
$55.4 Million
3.55% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
121,997
shares
|
$55.3 Million
5.49% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
121,506
shares
|
$55.1 Million
2.65% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
121,329
shares
|
$55 Million
4.45% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
121,319
shares
|
$55 Million
5.01% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
121,281
shares
|
$55 Million
4.52% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
120,936
shares
|
$54.8 Million
9.1% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
120,897
shares
|
$54.8 Million
4.59% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Chescapmanager LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
120,892
shares
|
$54.8 Million
4.87% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
120,605
shares
|
$54.6 Million
5.87% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
120,400
shares
|
$54.6 Million
4.91% of portfolio
|
Q4 2023
Reduced 19.46%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
120,349
shares
|
$54.5 Million
4.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
120,108
shares
|
$54.4 Million
1.68% of portfolio
|
Q1 2025
Added 3.87%
|