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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
51,878
shares
|
$23.6 Million
6.37% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
51,863
shares
|
$23.6 Million
1.4% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
51,839
shares
|
$23.5 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51,835
shares
|
$23.5 Million
2.62% of portfolio
|
Q3 2022
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
51,834
shares
|
$23.5 Million
3.42% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
51,812
shares
|
$23.5 Million
10.16% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
51,686
shares
|
$23.5 Million
1.51% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
51,633
shares
|
$23.5 Million
3.56% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
51,592
shares
|
$23.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
51,588
shares
|
$23.4 Million
5.55% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
51,548
shares
|
$23.4 Million
5.49% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
51,518
shares
|
$23.4 Million
6.92% of portfolio
|
Q1 2025
Reduced 50.94%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
51,511
shares
|
$23.4 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
51,364
shares
|
$23.3 Million
9.85% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
51,349
shares
|
$23.3 Million
5.16% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
51,322
shares
|
$23.3 Million
2.96% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Farley Capital L.P.
New York, NY |
May 14, 2025 Q1 2025 |
51,312
shares
|
$23.3 Million
18.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
51,225
shares
|
$23.3 Million
13.32% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
51,179
shares
|
$23.2 Million
4.6% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
51,162
shares
|
$23.2 Million
4.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
51,127
shares
|
$23.2 Million
0.91% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
51,068
shares
|
$23.2 Million
2.89% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
51,053
shares
|
$23.2 Million
2.6% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
50,977
shares
|
$23.2 Million
3.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
50,901
shares
|
$23.1 Million
1.65% of portfolio
|
Q1 2025
Added 10.56%
|