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 |
|---|---|---|---|---|---|
|
Whitebark Investors LP
Incline Village, NV |
May 12, 2025 Q1 2025 |
72,139
shares
|
$32.8 Million
14.2% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
72,077
shares
|
$32.7 Million
2.23% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
72,050
shares
|
$32.7 Million
1.57% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
71,974
shares
|
$32.7 Million
2.69% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
71,853
shares
|
$32.6 Million
6.95% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
71,597
shares
|
$32.5 Million
6.52% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
71,588
shares
|
$32.5 Million
14.45% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
71,576
shares
|
$32.5 Million
8.52% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
71,452
shares
|
$32.5 Million
4.69% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
71,431
shares
|
$32.4 Million
4.25% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
71,378
shares
|
$32.4 Million
7.29% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
71,334
shares
|
$32.4 Million
2.69% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
71,322
shares
|
$32.4 Million
1.87% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
71,294
shares
|
$32.4 Million
3.58% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
71,252
shares
|
$32.4 Million
3.28% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
71,140
shares
|
$32.3 Million
5.63% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
71,082
shares
|
$32.3 Million
13.22% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71,061
shares
|
$32.3 Million
1.27% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
71,005
shares
|
$32.3 Million
5.78% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Bright Rock Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
71,000
shares
|
$32.3 Million
5.87% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
70,949
shares
|
$32.2 Million
0.99% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
70,893
shares
|
$32.2 Million
1.04% of portfolio
|
Q3 2022
Added 3.19%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
70,877
shares
|
$32.2 Million
3.31% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
70,875
shares
|
$32.2 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
70,832
shares
|
$32.2 Million
1.89% of portfolio
|
Q4 2024
Added 12.98%
|