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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
44,787
shares
|
$20.3 Million
2.74% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
44,771
shares
|
$20.3 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
44,710
shares
|
$20.3 Million
8.97% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
44,710
shares
|
$20.3 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Kinetic Partners Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
44,705
shares
|
$20.3 Million
1.2% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
44,661
shares
|
$20.3 Million
5.38% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
44,650
shares
|
$20.3 Million
4.52% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Anabranch Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
44,626
shares
|
$20.3 Million
11.93% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
44,545
shares
|
$20.2 Million
2.49% of portfolio
|
Q1 2023
Reduced 0.54%
|
|
|
Hound Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,532
shares
|
$20.2 Million
3.37% of portfolio
|
Q1 2025
Reduced 26.63%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
44,461
shares
|
$20.2 Million
5.34% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Lattice Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
44,408
shares
|
$20.2 Million
17.55% of portfolio
|
Q3 2023
Added 165.79%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
44,280
shares
|
$20.1 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
May 14, 2025 Q1 2025 |
44,241
shares
|
$20.1 Million
9.85% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
44,130
shares
|
$20 Million
4.39% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
44,111
shares
|
$20 Million
8.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
44,070
shares
|
$20 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
44,041
shares
|
$20 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
44,027
shares
|
$20 Million
6.22% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
44,007
shares
|
$20 Million
3.41% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
43,971
shares
|
$20 Million
1.15% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
43,940
shares
|
$20 Million
4.45% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
43,927
shares
|
$20 Million
6.49% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
43,915
shares
|
$19.9 Million
2.74% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
43,870
shares
|
$19.9 Million
6.14% of portfolio
|
Q1 2025
Reduced 2.05%
|