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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
38,294
shares
|
$17.6 Million
6.26% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
38,273
shares
|
$17.6 Million
0.5% of portfolio
|
Q1 2025
Added 127.06%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,272
shares
|
$17.6 Million
2.99% of portfolio
|
Q1 2025
Added 83.02%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
38,214
shares
|
$17.5 Million
1.94% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
38,210
shares
|
$17.5 Million
4.36% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
38,194
shares
|
$17.5 Million
6.23% of portfolio
|
Q1 2025
Added 54.48%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
38,169
shares
|
$17.5 Million
5.59% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
38,154
shares
|
$17.5 Million
1.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
38,150
shares
|
$17.5 Million
6.06% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
38,102
shares
|
$17.5 Million
4.33% of portfolio
|
Q1 2025
Reduced 38.14%
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
38,096
shares
|
$17.5 Million
4.27% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
38,061
shares
|
$17.5 Million
7.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
38,028
shares
|
$17.4 Million
2.76% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
38,000
shares
|
$17.4 Million
2.65% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
37,998
shares
|
$17.4 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
37,933
shares
|
$17.4 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
37,897
shares
|
$17.4 Million
5.74% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
37,891
shares
|
$17.4 Million
2.84% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
37,821
shares
|
$17.4 Million
5.33% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
37,813
shares
|
$17.4 Million
5.61% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
37,807
shares
|
$17.3 Million
1.7% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
May 15, 2025 Q1 2025 |
37,807
shares
|
$17.3 Million
2.63% of portfolio
|
Q1 2025
Added 39.26%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
37,805
shares
|
$17.3 Million
3.15% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
37,757
shares
|
$17.3 Million
3.23% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
37,714
shares
|
$17.3 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.82%
|