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 |
|---|---|---|---|---|---|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
63,772
shares
|
$29 Million
3.35% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
63,752
shares
|
$29 Million
6.81% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
63,714
shares
|
$28.9 Million
2.63% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
63,400
shares
|
$28.8 Million
3.13% of portfolio
|
Q4 2024
Reduced 70.29%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
63,287
shares
|
$28.7 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Brown Shipley& CO LTD
London, X0 |
May 14, 2025 Q1 2025 |
63,182
shares
|
$28.7 Million
13.43% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
63,147
shares
|
$28.7 Million
3.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
63,100
shares
|
$28.7 Million
4.99% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
62,917
shares
|
$28.6 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
62,847
shares
|
$28.5 Million
2.97% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
62,841
shares
|
$28.5 Million
2.22% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
62,779
shares
|
$28.5 Million
3.45% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
62,670
shares
|
$28.5 Million
3.04% of portfolio
|
Q3 2024
Added 63.54%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
62,613
shares
|
$28.4 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
62,500
shares
|
$28.4 Million
5.53% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
62,412
shares
|
$28.4 Million
4.45% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
62,196
shares
|
$28.3 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
62,153
shares
|
$28.2 Million
4.37% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
62,095
shares
|
$28.2 Million
0.18% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
62,068
shares
|
$28.2 Million
3.26% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
62,062
shares
|
$28.2 Million
1.1% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
62,013
shares
|
$28.2 Million
5.84% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
61,932
shares
|
$28.1 Million
7.27% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
61,855
shares
|
$28.1 Million
1.4% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
61,800
shares
|
$28.1 Million
13.52% of portfolio
|
Q1 2025
Added 21.18%
|