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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
68,709
shares
|
$31.2 Million
9.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
68,620
shares
|
$31.2 Million
3.72% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
68,511
shares
|
$31.1 Million
3.53% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
68,368
shares
|
$31.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
68,260
shares
|
$31 Million
7.61% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
68,152
shares
|
$31 Million
2.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
68,103
shares
|
$30.9 Million
5.72% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
67,956
shares
|
$30.9 Million
4.57% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Mirova
Paris, I0 |
May 14, 2025 Q1 2025 |
67,821
shares
|
$30.8 Million
4.68% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
67,752
shares
|
$30.8 Million
4.98% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
67,747
shares
|
$30.8 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.82%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
67,706
shares
|
$30.8 Million
5.8% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
67,534
shares
|
$30.7 Million
7.48% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
67,368
shares
|
$30.6 Million
1.22% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
67,232
shares
|
$30.5 Million
3.47% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Tenere Capital LLC
Denver, CO |
May 15, 2025 Q1 2025 |
67,156
shares
|
$30.5 Million
7.35% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
67,110
shares
|
$30.5 Million
2.32% of portfolio
|
Q1 2025
Added 209.35%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
67,091
shares
|
$30.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
66,975
shares
|
$30.4 Million
6.5% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
66,766
shares
|
$30.3 Million
5.37% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
66,670
shares
|
$30.3 Million
0.78% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
66,637
shares
|
$30.3 Million
3.84% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
66,562
shares
|
$30.2 Million
5.09% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
66,503
shares
|
$30.2 Million
1.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
66,397
shares
|
$30.2 Million
5.35% of portfolio
|
Q1 2025
Reduced 0.57%
|