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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
80,582
shares
|
$36.6 Million
2.58% of portfolio
|
Q1 2025
Added 100627.5%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
80,559
shares
|
$36.6 Million
3.01% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
80,556
shares
|
$36.6 Million
1.24% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
80,503
shares
|
$36.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
80,361
shares
|
$36.5 Million
2.68% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
80,315
shares
|
$36.5 Million
3.77% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
80,272
shares
|
$36.5 Million
4.19% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
80,263
shares
|
$36.5 Million
1.23% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
80,232
shares
|
$36.4 Million
6.46% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Ithaka Group LLC
Bethesda, MD |
May 09, 2025 Q1 2025 |
80,229
shares
|
$36.4 Million
6.22% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Hillman CO
|
Apr 25, 2025 Q1 2025 |
80,136
shares
|
$36.4 Million
13.19% of portfolio
|
Q1 2025
Added 42.37%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
80,052
shares
|
$36.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Cincinnati Casualty CO
|
May 08, 2025 Q1 2025 |
80,000
shares
|
$36.3 Million
17.21% of portfolio
|
Q2 2017
New holding
|
|
|
Central Securities Corp
New York, NY |
May 07, 2025 Q1 2025 |
80,000
shares
|
$36.3 Million
2.89% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
79,994
shares
|
$36.3 Million
2.03% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
79,700
shares
|
$36.2 Million
11.09% of portfolio
|
Q4 2023
Reduced 68.65%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
79,689
shares
|
$36.2 Million
4.29% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
79,669
shares
|
$36.2 Million
3.86% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
79,642
shares
|
$36.2 Million
2.91% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,623
shares
|
$36.2 Million
4.89% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
79,611
shares
|
$36.2 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Stony Point Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,455
shares
|
$36.1 Million
3.11% of portfolio
|
Q1 2025
Added 175.56%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
79,396
shares
|
$36.1 Million
0.78% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
79,365
shares
|
$36.1 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Apr 22, 2025 Q1 2025 |
79,327
shares
|
$36 Million
4.84% of portfolio
|
Q1 2025
Added 72.97%
|