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 |
|---|---|---|---|---|---|
|
General Pension Society Pzu Joint Stock CO
Warsaw, R9 |
Apr 09, 2025 Q1 2025 |
30,000
shares
|
$13.7 Million
3.77% of portfolio
|
Q3 2023
Added 8.33%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
29,965
shares
|
$13.7 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
29,940
shares
|
$13.7 Million
1.77% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
29,929
shares
|
$13.7 Million
1.63% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
29,928
shares
|
$13.7 Million
3.29% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
29,904
shares
|
$13.7 Million
3.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
29,903
shares
|
$13.7 Million
3.5% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
29,900
shares
|
$13.7 Million
2.8% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
29,885
shares
|
$13.7 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
29,879
shares
|
$13.7 Million
4.96% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
29,879
shares
|
$13.7 Million
2.86% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
29,875
shares
|
$13.7 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
29,788
shares
|
$13.6 Million
6.64% of portfolio
|
Q1 2025
Added 145.01%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
29,781
shares
|
$13.6 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
29,770
shares
|
$13.6 Million
9.53% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
29,738
shares
|
$13.6 Million
1.97% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
29,702
shares
|
$13.6 Million
2.47% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29,661
shares
|
$13.6 Million
2.86% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Chapman Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
29,645
shares
|
$13.6 Million
8.74% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
29,636
shares
|
$13.6 Million
6.75% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
29,590
shares
|
$13.6 Million
1.99% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
29,576
shares
|
$13.6 Million
11.28% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
29,553
shares
|
$13.5 Million
3.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
29,546
shares
|
$13.5 Million
1.23% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
29,536
shares
|
$13.5 Million
1.86% of portfolio
|
Q1 2025
Added 5.1%
|