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 |
|---|---|---|---|---|---|
|
Renaissance Investment Group LLC
|
May 07, 2025 Q1 2025 |
46,186
shares
|
$21 Million
4.45% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
46,051
shares
|
$20.9 Million
3.42% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
May 12, 2025 Q1 2025 |
46,029
shares
|
$20.9 Million
4.33% of portfolio
|
Q1 2025
Added 1357.08%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
46,020
shares
|
$20.9 Million
3.61% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
45,943
shares
|
$20.9 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
45,859
shares
|
$20.8 Million
4.62% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
May 15, 2025 Q1 2025 |
45,836
shares
|
$20.8 Million
13.22% of portfolio
|
Q1 2025
Added 138.8%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
45,821
shares
|
$20.8 Million
4.97% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
45,790
shares
|
$20.8 Million
5.8% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
45,755
shares
|
$20.8 Million
6.49% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
45,654
shares
|
$20.7 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
45,630
shares
|
$20.7 Million
1.46% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,630
shares
|
$20.7 Million
2.96% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
45,544
shares
|
$20.7 Million
3.35% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
45,533
shares
|
$20.7 Million
2.57% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
45,411
shares
|
$20.6 Million
4.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
45,284
shares
|
$20.6 Million
4.55% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
45,074
shares
|
$20.5 Million
1.78% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
45,072
shares
|
$20.5 Million
4.26% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
45,031
shares
|
$20.5 Million
6.9% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
45,020
shares
|
$20.5 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
44,976
shares
|
$20.4 Million
4.63% of portfolio
|
Q1 2024
Added 238.45%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
44,839
shares
|
$20.4 Million
2.91% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
44,831
shares
|
$20.4 Million
3.04% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
44,808
shares
|
$20.4 Million
3.64% of portfolio
|
Q1 2025
Added 0.89%
|