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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
85,614
shares
|
$38.9 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
85,454
shares
|
$38.8 Million
6.4% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
85,331
shares
|
$38.8 Million
2.05% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
85,153
shares
|
$38.7 Million
7.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
85,054
shares
|
$38.6 Million
4.8% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
84,803
shares
|
$38.5 Million
1.88% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
84,792
shares
|
$38.5 Million
5.22% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
84,573
shares
|
$38.4 Million
5.52% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
84,499
shares
|
$38.4 Million
2.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
84,418
shares
|
$38.3 Million
5.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
84,285
shares
|
$38.3 Million
2.58% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
84,261
shares
|
$38.3 Million
3.01% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
84,238
shares
|
$38.3 Million
2.18% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
84,189
shares
|
$38.2 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
84,176
shares
|
$38.2 Million
1.19% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
84,100
shares
|
$38.2 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
84,096
shares
|
$38.2 Million
3.4% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
84,090
shares
|
$38.2 Million
5.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
84,037
shares
|
$38.2 Million
2.07% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
84,020
shares
|
$38.2 Million
7.37% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
83,999
shares
|
$38.2 Million
2.47% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
83,979
shares
|
$38.1 Million
3.25% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
83,801
shares
|
$38.1 Million
1.84% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
83,768
shares
|
$38.1 Million
3.98% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
83,620
shares
|
$38 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.16%
|