Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,528 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.63 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
203,897
shares
|
$103 Million
3.33% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
203,863
shares
|
$103 Million
2.13% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Rdst Capital LLC
Seattle, WA |
May 15, 2025 Q1 2025 |
203,845
shares
|
$103 Million
10.88% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
202,639
shares
|
$102 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
201,302
shares
|
$102 Million
5.43% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
200,865
shares
|
$101 Million
1.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200,569
shares
|
$101 Million
3.23% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
200,000
shares
|
$101 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
199,953
shares
|
$101 Million
5.67% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
199,356
shares
|
$101 Million
6.8% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
199,000
shares
|
$101 Million
9.89% of portfolio
|
Q2 2023
Added 1374.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
198,773
shares
|
$100 Million
4.35% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
198,722
shares
|
$100 Million
1.71% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
197,893
shares
|
$100 Million
8.74% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
197,007
shares
|
$99.5 Million
2.34% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
196,783
shares
|
$99.4 Million
3.76% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
196,197
shares
|
$99.1 Million
2.75% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
195,364
shares
|
$98.7 Million
6.17% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
194,619
shares
|
$98.3 Million
4.3% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
194,196
shares
|
$98.1 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
194,144
shares
|
$98.1 Million
3.56% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
193,537
shares
|
$97.8 Million
4.06% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
193,428
shares
|
$97.7 Million
5.85% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
193,366
shares
|
$97.7 Million
5.87% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
193,278
shares
|
$97.7 Million
1.46% of portfolio
|
Q2 2025
Added 3.76%
|