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 |
|---|---|---|---|---|---|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
36,691
shares
|
$16.8 Million
6.34% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Heathbridge Capital Management Ltd.
|
May 02, 2025 Q1 2025 |
36,645
shares
|
$16.8 Million
5.99% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
36,635
shares
|
$16.8 Million
1.1% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
May 14, 2025 Q1 2025 |
36,620
shares
|
$16.8 Million
8.41% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
36,614
shares
|
$16.8 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
36,610
shares
|
$16.8 Million
1.75% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
36,597
shares
|
$16.8 Million
1.25% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Apr 23, 2025 Q1 2025 |
36,571
shares
|
$16.8 Million
5.75% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
36,555
shares
|
$16.8 Million
4.27% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
36,554
shares
|
$16.8 Million
5.75% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
36,543
shares
|
$16.8 Million
2.65% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
36,437
shares
|
$16.7 Million
2.85% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
36,431
shares
|
$16.7 Million
1.56% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
36,406
shares
|
$16.7 Million
4.95% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
36,387
shares
|
$16.7 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
36,311
shares
|
$16.7 Million
4.77% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
36,234
shares
|
$16.6 Million
3.72% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
36,173
shares
|
$16.6 Million
2.9% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
36,172
shares
|
$16.6 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
36,091
shares
|
$16.6 Million
5.12% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
36,086
shares
|
$16.6 Million
7.46% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
36,040
shares
|
$16.5 Million
2.7% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
36,026
shares
|
$16.5 Million
8.8% of portfolio
|
Q1 2025
Reduced 33.65%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
36,013
shares
|
$16.5 Million
5.57% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
36,000
shares
|
$16.5 Million
10.72% of portfolio
|
Q3 2022
New holding
|