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 |
|---|---|---|---|---|---|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
43,809
shares
|
$19.9 Million
6.35% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
43,663
shares
|
$19.8 Million
7.87% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
43,654
shares
|
$19.8 Million
3.64% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
43,630
shares
|
$19.8 Million
6.37% of portfolio
|
Q2 2022
Reduced 7.06%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
43,548
shares
|
$19.8 Million
2.9% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
43,398
shares
|
$19.7 Million
2.4% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
43,311
shares
|
$19.7 Million
5.17% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
43,304
shares
|
$19.7 Million
3.85% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
43,275
shares
|
$19.7 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
43,198
shares
|
$19.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
43,192
shares
|
$19.6 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
43,177
shares
|
$19.6 Million
8.55% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
43,162
shares
|
$19.6 Million
3.81% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
43,059
shares
|
$19.6 Million
1.23% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
43,046
shares
|
$19.6 Million
5.29% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
May 09, 2025 Q1 2025 |
43,000
shares
|
$19.5 Million
13.9% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
42,949
shares
|
$19.5 Million
5.5% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Northstar Asset Management Inc
Boston, MA |
May 13, 2025 Q1 2025 |
42,872
shares
|
$19.5 Million
5.13% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
42,798
shares
|
$19.4 Million
9.19% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
42,710
shares
|
$19.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
42,708
shares
|
$19.4 Million
1.39% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
42,655
shares
|
$19.4 Million
7.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
42,654
shares
|
$19.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
42,634
shares
|
$19.4 Million
2.03% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
42,633
shares
|
$19.4 Million
1.49% of portfolio
|
Q1 2025
Added 5.67%
|