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 |
|---|---|---|---|---|---|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
48,467
shares
|
$22 Million
3.98% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
48,443
shares
|
$22 Million
10.93% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
48,420
shares
|
$22 Million
0.83% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
48,401
shares
|
$22 Million
10.24% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
48,299
shares
|
$21.9 Million
2.8% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
48,266
shares
|
$21.9 Million
2.92% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
48,239
shares
|
$21.9 Million
5.29% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
48,229
shares
|
$21.9 Million
5.26% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
48,134
shares
|
$21.9 Million
4.68% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
48,130
shares
|
$21.9 Million
0.32% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
48,074
shares
|
$21.8 Million
3.63% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
48,064
shares
|
$21.8 Million
0.25% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
May 14, 2025 Q1 2025 |
47,981
shares
|
$21.8 Million
6.49% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
47,920
shares
|
$21.8 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Clearline Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
47,889
shares
|
$21.8 Million
1.18% of portfolio
|
Q1 2025
Added 117.04%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
47,873
shares
|
$21.7 Million
1.7% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,813
shares
|
$21.7 Million
1.18% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
47,801
shares
|
$21.7 Million
0.74% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
47,741
shares
|
$21.7 Million
3.12% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
47,711
shares
|
$21.7 Million
3.81% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
47,572
shares
|
$21.6 Million
1.39% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
47,563
shares
|
$21.6 Million
5.72% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
47,552
shares
|
$21.6 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
47,513
shares
|
$21.6 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
47,502
shares
|
$21.6 Million
2.75% of portfolio
|
Q1 2025
Added 5.82%
|