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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
54,351
shares
|
$24.7 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
54,314
shares
|
$24.7 Million
1.79% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
54,290
shares
|
$24.7 Million
7.16% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
54,179
shares
|
$24.6 Million
0.5% of portfolio
|
Q1 2025
Added 172.78%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
54,169
shares
|
$24.6 Million
3.28% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
54,150
shares
|
$24.6 Million
2.08% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
54,118
shares
|
$24.6 Million
6.42% of portfolio
|
Q3 2023
Added 58.62%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
54,050
shares
|
$24.6 Million
3.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
54,003
shares
|
$24.5 Million
2.14% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
53,901
shares
|
$24.5 Million
2.75% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
53,871
shares
|
$24.5 Million
14.09% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
53,866
shares
|
$24.5 Million
5.44% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
53,846
shares
|
$24.5 Million
5.2% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
53,829
shares
|
$24.5 Million
1.79% of portfolio
|
Q1 2025
Added 85.73%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
53,811
shares
|
$24.4 Million
5.19% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Baker Chad R
Perrysburg, OH |
Apr 16, 2025 Q1 2025 |
53,660
shares
|
$24.4 Million
4.27% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Apr 29, 2025 Q1 2025 |
53,573
shares
|
$24.3 Million
3.95% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Aragon Global Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
53,558
shares
|
$24.3 Million
7.73% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
53,554
shares
|
$24.3 Million
6.1% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
53,524
shares
|
$24.3 Million
2.72% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
53,505
shares
|
$24.3 Million
5.83% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
53,449
shares
|
$24.3 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
53,408
shares
|
$24.3 Million
5.48% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
53,340
shares
|
$24.2 Million
3.35% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
53,303
shares
|
$24.2 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.85%
|