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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
59,871
shares
|
$27.2 Million
3.06% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
59,839
shares
|
$27.2 Million
3.33% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
59,791
shares
|
$27.2 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
59,771
shares
|
$27.2 Million
8.26% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
59,736
shares
|
$27.1 Million
4.32% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
59,732
shares
|
$27.1 Million
1.68% of portfolio
|
Q1 2025
Added 5873.2%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
59,713
shares
|
$27.1 Million
1.77% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
59,712
shares
|
$27.1 Million
2.86% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
59,690
shares
|
$27.1 Million
1.55% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
59,664
shares
|
$27.1 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
59,616
shares
|
$27.1 Million
0.95% of portfolio
|
Q1 2025
Reduced 26.9%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
59,561
shares
|
$27.1 Million
5.87% of portfolio
|
Q1 2025
Added 69.34%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
59,508
shares
|
$27 Million
1.47% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
59,280
shares
|
$26.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
59,264
shares
|
$26.9 Million
2.09% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
59,164
shares
|
$26.9 Million
6.09% of portfolio
|
Q1 2025
Added 230.32%
|
|
|
Manchester Global Management (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
59,145
shares
|
$26.9 Million
3.31% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
59,054
shares
|
$26.8 Million
2.7% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
59,032
shares
|
$26.8 Million
3.51% of portfolio
|
Q2 2024
Added 190.14%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
59,028
shares
|
$26.8 Million
3.61% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
58,962
shares
|
$26.8 Million
2.54% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
58,961
shares
|
$26.8 Million
4.28% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
58,917
shares
|
$26.8 Million
0.63% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
58,898
shares
|
$26.8 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
58,878
shares
|
$26.7 Million
2.14% of portfolio
|
Q1 2025
Reduced 4.98%
|