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 $2.37 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
41,783
shares
|
$19.2 Million
4.39% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
41,761
shares
|
$19.2 Million
9.39% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
41,753
shares
|
$19.2 Million
2.67% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
41,658
shares
|
$19.1 Million
2.88% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
41,523
shares
|
$19.1 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
41,501
shares
|
$19 Million
4.87% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
41,442
shares
|
$19 Million
3.78% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
41,372
shares
|
$19 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Harbor Island Capital LLC
|
May 09, 2025 Q1 2025 |
41,264
shares
|
$18.9 Million
8.8% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
41,258
shares
|
$18.9 Million
2.04% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
41,244
shares
|
$18.9 Million
7.45% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
41,157
shares
|
$18.9 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
41,110
shares
|
$18.9 Million
1.3% of portfolio
|
Q1 2025
Reduced 28.56%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
41,071
shares
|
$18.8 Million
1.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
41,053
shares
|
$18.8 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
40,998
shares
|
$18.8 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
40,937
shares
|
$18.8 Million
3.33% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
40,933
shares
|
$18.8 Million
3.7% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
40,883
shares
|
$18.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
40,877
shares
|
$18.8 Million
1.14% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Thames Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
40,843
shares
|
$18.7 Million
6.58% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
40,835
shares
|
$18.7 Million
6.8% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
40,819
shares
|
$18.7 Million
3.98% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
40,813
shares
|
$18.7 Million
2.73% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
40,696
shares
|
$18.7 Million
5.7% of portfolio
|
Q1 2024
Added 16.27%
|