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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
83,611
shares
|
$38 Million
1.71% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
83,385
shares
|
$37.9 Million
3.44% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
83,379
shares
|
$37.9 Million
3.2% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
83,295
shares
|
$37.8 Million
8.84% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
83,178
shares
|
$37.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Rings Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
83,000
shares
|
$37.7 Million
15.88% of portfolio
|
Q4 2018
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
82,641
shares
|
$37.5 Million
2.63% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
82,503
shares
|
$37.5 Million
3.26% of portfolio
|
Q1 2025
Added 29.86%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
82,445
shares
|
$37.5 Million
2.27% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
82,378
shares
|
$37.4 Million
2.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
82,300
shares
|
$37.4 Million
1.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
82,228
shares
|
$37.4 Million
6.6% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
82,174
shares
|
$37.3 Million
1.6% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,126
shares
|
$37.3 Million
1.94% of portfolio
|
Q4 2022
Reduced 3.83%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
81,977
shares
|
$37.2 Million
2.04% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
81,773
shares
|
$37.1 Million
4.5% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
81,624
shares
|
$37.1 Million
6.06% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
81,583
shares
|
$37.1 Million
2.27% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81,579
shares
|
$37.1 Million
5.1% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
81,552
shares
|
$37 Million
4.69% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
81,367
shares
|
$37 Million
8.37% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
80,933
shares
|
$36.8 Million
0.58% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
80,724
shares
|
$36.7 Million
3.49% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
80,708
shares
|
$36.7 Million
2.92% of portfolio
|
Q4 2024
Added 67.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
80,603
shares
|
$36.6 Million
2.35% of portfolio
|
Q4 2023
Added 20.1%
|