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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
56,891
shares
|
$25.8 Million
1.22% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Sycale Advisors (Ny) LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,775
shares
|
$25.8 Million
7.95% of portfolio
|
Q1 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
56,711
shares
|
$25.8 Million
7.11% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
56,701
shares
|
$25.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
56,680
shares
|
$25.7 Million
3.35% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
56,656
shares
|
$25.7 Million
4.93% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Point72 Europe (London) LLP
London, X0 |
May 15, 2025 Q1 2025 |
56,594
shares
|
$25.7 Million
1.58% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
56,550
shares
|
$25.7 Million
1.57% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
56,511
shares
|
$25.7 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
56,498
shares
|
$25.7 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
56,450
shares
|
$25.6 Million
8.65% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
56,380
shares
|
$25.6 Million
3.17% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
56,284
shares
|
$25.6 Million
3.96% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
56,143
shares
|
$25.5 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
56,140
shares
|
$25.5 Million
5.19% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
56,025
shares
|
$25.5 Million
0.53% of portfolio
|
Q1 2025
Added 45.6%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
55,960
shares
|
$25.4 Million
5.85% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Claar Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
55,923
shares
|
$25.4 Million
7.18% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
55,916
shares
|
$25.4 Million
6.06% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
55,875
shares
|
$25.4 Million
10.15% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
55,848
shares
|
$25.4 Million
3.91% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
55,772
shares
|
$25.3 Million
3.18% of portfolio
|
Q1 2024
Added 304.2%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
55,753
shares
|
$25.3 Million
1.79% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
55,724
shares
|
$25.3 Million
5.21% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
55,700
shares
|
$25.3 Million
6.68% of portfolio
|
Q1 2025
Reduced 1.76%
|