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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
88,678
shares
|
$40.3 Million
6.79% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Allen Operations LLC
|
May 07, 2025 Q1 2025 |
88,383
shares
|
$40.1 Million
5.8% of portfolio
|
Q1 2021
Added 268.52%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
88,316
shares
|
$40.1 Million
6.36% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
88,280
shares
|
$40.1 Million
5.12% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
88,090
shares
|
$40 Million
3.96% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Trinity Street Asset Management LLP
|
Apr 10, 2025 Q1 2025 |
88,055
shares
|
$40 Million
3.36% of portfolio
|
Q1 2025
Added 41.57%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
87,925
shares
|
$39.9 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
87,876
shares
|
$39.9 Million
4.47% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
87,846
shares
|
$39.9 Million
1.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
87,726
shares
|
$39.9 Million
2.3% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
87,460
shares
|
$39.7 Million
12.88% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
87,410
shares
|
$39.7 Million
6.54% of portfolio
|
Q1 2025
Added 212.61%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
87,269
shares
|
$39.6 Million
6.13% of portfolio
|
Q3 2023
Reduced 3.75%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
87,185
shares
|
$39.6 Million
6.12% of portfolio
|
Q2 2023
Reduced 14.82%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
87,128
shares
|
$39.6 Million
3.05% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
87,077
shares
|
$39.6 Million
1.89% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
87,068
shares
|
$39.6 Million
1.73% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
86,759
shares
|
$39.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
86,668
shares
|
$39.4 Million
3.07% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
86,586
shares
|
$39.3 Million
3.66% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
86,484
shares
|
$39.3 Million
1.15% of portfolio
|
Q1 2025
Added 60.13%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
86,477
shares
|
$39.3 Million
0.87% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
May 07, 2025 Q1 2025 |
86,000
shares
|
$39.1 Million
19.64% of portfolio
|
Q4 2020
New holding
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
85,748
shares
|
$39 Million
5.19% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
85,727
shares
|
$38.9 Million
3.77% of portfolio
|
Q1 2025
Added 0.09%
|