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 |
|---|---|---|---|---|---|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
53,090
shares
|
$24.1 Million
2.3% of portfolio
|
Q1 2025
Added 649.22%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
53,039
shares
|
$24.1 Million
1.26% of portfolio
|
Q1 2025
Added 55.31%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
53,018
shares
|
$24.1 Million
1.91% of portfolio
|
Q3 2023
Reduced 20.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
52,907
shares
|
$24 Million
2.23% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
52,906
shares
|
$24 Million
4.16% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
52,890
shares
|
$24 Million
11.65% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
52,875
shares
|
$24 Million
6.49% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
52,734
shares
|
$24 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
52,730
shares
|
$24 Million
3.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
52,629
shares
|
$23.9 Million
4.82% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
52,600
shares
|
$23.9 Million
3.78% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
52,550
shares
|
$23.9 Million
2.7% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
52,543
shares
|
$23.9 Million
2.68% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
May 08, 2025 Q1 2025 |
52,500
shares
|
$23.8 Million
11.24% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
52,437
shares
|
$23.8 Million
4.81% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
52,422
shares
|
$23.8 Million
3.88% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
52,372
shares
|
$23.8 Million
4.28% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
52,363
shares
|
$23.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 71.61%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
52,359
shares
|
$23.8 Million
5.17% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
52,350
shares
|
$23.8 Million
16.11% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
52,290
shares
|
$23.8 Million
0.76% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
52,284
shares
|
$23.8 Million
1.29% of portfolio
|
Q1 2025
Added 107.21%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
51,972
shares
|
$23.6 Million
4.93% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
51,913
shares
|
$23.6 Million
2.52% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
51,894
shares
|
$23.6 Million
2.34% of portfolio
|
Q1 2025
Added 2.17%
|