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 |
|---|---|---|---|---|---|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
35,002
shares
|
$16 Million
3.49% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
35,000
shares
|
$16 Million
4.2% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
First Sabrepoint Capital Management LP
Dallas, TX |
May 15, 2025 Q1 2025 |
35,000
shares
|
$16 Million
5.68% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
34,976
shares
|
$16 Million
2.43% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
34,968
shares
|
$16 Million
2.61% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
34,888
shares
|
$16 Million
3.88% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
34,765
shares
|
$15.9 Million
5.43% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
34,764
shares
|
$15.9 Million
2.65% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
34,672
shares
|
$15.9 Million
3.31% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
34,668
shares
|
$15.9 Million
3.42% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
34,666
shares
|
$15.9 Million
1.62% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
34,588
shares
|
$15.8 Million
2.25% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
34,529
shares
|
$15.8 Million
6.84% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
34,527
shares
|
$15.8 Million
1.96% of portfolio
|
Q1 2025
Added 21.4%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
34,507
shares
|
$15.8 Million
3.29% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
34,479
shares
|
$15.8 Million
2.84% of portfolio
|
Q1 2025
Reduced 35.58%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
34,450
shares
|
$15.8 Million
5.88% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
34,444
shares
|
$15.8 Million
5.57% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
34,427
shares
|
$15.8 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
34,425
shares
|
$15.8 Million
3.65% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34,394
shares
|
$15.8 Million
5.54% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
34,387
shares
|
$15.8 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
34,340
shares
|
$15.7 Million
1.61% of portfolio
|
Q1 2025
Reduced 39.6%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
34,333
shares
|
$15.7 Million
6.8% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
34,302
shares
|
$15.7 Million
3.2% of portfolio
|
Q1 2024
Reduced 35.19%
|