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 |
|---|---|---|---|---|---|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
35,948
shares
|
$16.5 Million
5.27% of portfolio
|
Q4 2024
Added 60.43%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
35,823
shares
|
$16.4 Million
2.94% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
35,703
shares
|
$16.4 Million
9.62% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
35,690
shares
|
$16.4 Million
2.88% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
35,679
shares
|
$16.4 Million
1.42% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Fact Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
35,649
shares
|
$16.4 Million
6.36% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
35,616
shares
|
$16.3 Million
3.14% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
35,576
shares
|
$16.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
35,570
shares
|
$16.3 Million
3.7% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Palo Ds Manager LLC
Miami Beach, FL |
May 14, 2025 Q1 2025 |
35,543
shares
|
$16.3 Million
6.43% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
35,498
shares
|
$16.3 Million
5.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
35,494
shares
|
$16.3 Million
2.51% of portfolio
|
Q1 2025
Added 578.79%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
35,492
shares
|
$16.3 Million
5.07% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
35,479
shares
|
$16.3 Million
8.72% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
35,415
shares
|
$16.3 Million
1.27% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
35,301
shares
|
$16.2 Million
3.58% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
35,294
shares
|
$16.2 Million
6.97% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
35,273
shares
|
$16.2 Million
4.65% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
35,267
shares
|
$16.2 Million
2.34% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
35,217
shares
|
$16.2 Million
1.16% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
35,206
shares
|
$16.2 Million
1.35% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
35,200
shares
|
$16.2 Million
4.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
35,195
shares
|
$16.1 Million
3.12% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
In Depth Partners, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
35,169
shares
|
$16.1 Million
15.15% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
35,140
shares
|
$16.1 Million
5.62% of portfolio
|
Q1 2025
Added 2.9%
|