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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,443
shares
|
$15.3 Million
5.75% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
33,432
shares
|
$15.3 Million
0.32% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
33,428
shares
|
$15.3 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
33,421
shares
|
$15.3 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
33,368
shares
|
$15.3 Million
0.12% of portfolio
|
Q1 2025
Added 75.66%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
33,213
shares
|
$15.2 Million
3.68% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
33,131
shares
|
$15.2 Million
9.44% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
33,110
shares
|
$15.2 Million
4.26% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
33,004
shares
|
$15.1 Million
3.17% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
32,970
shares
|
$15.1 Million
1.53% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
32,899
shares
|
$15.1 Million
2.3% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
32,895
shares
|
$15.1 Million
3.52% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
32,887
shares
|
$15.1 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,810
shares
|
$15 Million
0.44% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
32,776
shares
|
$15 Million
6.63% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
32,758
shares
|
$15 Million
6.44% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
32,754
shares
|
$15 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
32,614
shares
|
$14.9 Million
4.97% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Artemis Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
32,605
shares
|
$14.9 Million
2.23% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Chronos Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
32,581
shares
|
$14.9 Million
6.66% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
32,565
shares
|
$14.9 Million
2.48% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
32,510
shares
|
$14.9 Million
1.23% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
32,461
shares
|
$14.9 Million
2.31% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
32,391
shares
|
$14.8 Million
2.3% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
32,390
shares
|
$14.8 Million
4.57% of portfolio
|
Q1 2025
New holding
|