Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 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 $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
98,515
shares
|
$44.8 Million
2.29% of portfolio
|
Q4 2022
Added 77.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
98,353
shares
|
$44.7 Million
4.16% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
98,136
shares
|
$44.6 Million
1.69% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
98,074
shares
|
$44.6 Million
2.8% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
97,559
shares
|
$44.3 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
97,486
shares
|
$44.3 Million
1.77% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
97,358
shares
|
$44.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
97,241
shares
|
$44.2 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
97,136
shares
|
$44.1 Million
3.15% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
97,071
shares
|
$44.1 Million
4.58% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
97,065
shares
|
$44.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Ams Capital Ltda
|
Apr 10, 2025 Q1 2025 |
96,782
shares
|
$44 Million
14.97% of portfolio
|
Q1 2025
Added 51.84%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
96,363
shares
|
$43.8 Million
24.46% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
96,339
shares
|
$43.8 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
96,259
shares
|
$43.7 Million
4.93% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
96,241
shares
|
$43.7 Million
4.52% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
96,049
shares
|
$43.6 Million
2.6% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
95,980
shares
|
$43.6 Million
3.8% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
95,916
shares
|
$43.6 Million
4.2% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
95,753
shares
|
$43.5 Million
4.93% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
95,112
shares
|
$43.2 Million
7.58% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
95,054
shares
|
$43.2 Million
0.89% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
95,040
shares
|
$43.2 Million
0.9% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
94,908
shares
|
$43.1 Million
0.26% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
94,757
shares
|
$43 Million
2.28% of portfolio
|
Q1 2025
Reduced 5.7%
|