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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
37,539
shares
|
$17.2 Million
4.8% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
37,535
shares
|
$17.2 Million
0.77% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
37,505
shares
|
$17.2 Million
4.54% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
37,484
shares
|
$17.2 Million
5.78% of portfolio
|
Q1 2025
Added 44.78%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
37,467
shares
|
$17.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
37,432
shares
|
$17.2 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
May 07, 2025 Q1 2025 |
37,425
shares
|
$17.2 Million
2.85% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
37,355
shares
|
$17.1 Million
8.42% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
37,307
shares
|
$17.1 Million
1.3% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
37,283
shares
|
$17.1 Million
6.51% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
37,282
shares
|
$17.1 Million
3.26% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
37,272
shares
|
$17.1 Million
1.6% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
37,216
shares
|
$17.1 Million
1.46% of portfolio
|
Q2 2023
Added 2.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
37,129
shares
|
$17 Million
1.34% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
37,081
shares
|
$17 Million
5.04% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
37,076
shares
|
$17 Million
2.21% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
37,030
shares
|
$17 Million
3.23% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
36,974
shares
|
$17 Million
0.55% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
36,960
shares
|
$17 Million
12.35% of portfolio
|
Q2 2023
Reduced 10.6%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
36,942
shares
|
$17 Million
4.73% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
36,900
shares
|
$16.9 Million
2.4% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
36,890
shares
|
$16.9 Million
4.5% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,856
shares
|
$16.9 Million
6.65% of portfolio
|
Q4 2023
Reduced 60.71%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
36,831
shares
|
$16.9 Million
6.43% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
36,777
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Added 1316.68%
|