Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,471 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 $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
113,643
shares
|
$51.5 Million
6.12% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
113,606
shares
|
$51.5 Million
6.46% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
113,415
shares
|
$51.4 Million
7.42% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
113,167
shares
|
$51.3 Million
0.45% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
113,115
shares
|
$51.3 Million
0.11% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
113,111
shares
|
$51.3 Million
0.97% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
112,960
shares
|
$51.2 Million
8.39% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
112,323
shares
|
$50.9 Million
7.85% of portfolio
|
Q1 2025
Reduced 74.74%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
112,300
shares
|
$50.9 Million
8.27% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
112,248
shares
|
$50.9 Million
1.48% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
112,183
shares
|
$50.8 Million
5.11% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
112,102
shares
|
$50.8 Million
0.12% of portfolio
|
Q1 2025
Added 237.48%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
111,730
shares
|
$50.6 Million
6.84% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
111,606
shares
|
$50.6 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
111,578
shares
|
$50.6 Million
3.4% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
111,490
shares
|
$50.5 Million
5.54% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Wilsey Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
111,375
shares
|
$50.5 Million
8.4% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
111,292
shares
|
$50.4 Million
3.35% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
110,872
shares
|
$50.2 Million
4.66% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
110,852
shares
|
$50.2 Million
6.69% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Ten Core Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
110,696
shares
|
$50.2 Million
22.21% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
110,372
shares
|
$50 Million
4.98% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
110,305
shares
|
$50 Million
1.43% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
110,035
shares
|
$49.9 Million
4.49% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
110,010
shares
|
$49.8 Million
2.33% of portfolio
|
Q1 2025
Added 11.51%
|