Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,475 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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
31,025
shares
|
$14.2 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
30,943
shares
|
$14.2 Million
4.39% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
30,932
shares
|
$14.2 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
30,784
shares
|
$14.1 Million
5.02% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
30,699
shares
|
$14.1 Million
0.57% of portfolio
|
Q1 2025
Added 4572.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
30,693
shares
|
$14.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
30,642
shares
|
$14 Million
4.09% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
30,610
shares
|
$14 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
30,603
shares
|
$14 Million
4.27% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
30,582
shares
|
$14 Million
1.23% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
30,581
shares
|
$14 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
30,560
shares
|
$14 Million
2.91% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
30,533
shares
|
$14 Million
4.21% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30,481
shares
|
$14 Million
1.42% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
30,449
shares
|
$14 Million
1.45% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
30,430
shares
|
$13.9 Million
1.18% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
30,257
shares
|
$13.9 Million
0.7% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,240
shares
|
$13.9 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
30,185
shares
|
$13.8 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
30,176
shares
|
$13.8 Million
12.26% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,163
shares
|
$13.8 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
30,134
shares
|
$13.8 Million
4.31% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
30,129
shares
|
$13.8 Million
2.37% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
30,107
shares
|
$13.8 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
May 07, 2025 Q1 2025 |
30,040
shares
|
$13.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.34%
|