Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
24,382
shares
|
$9.95 Million
2.37% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
24,357
shares
|
$9.94 Million
4.93% of portfolio
|
Q1 2024
Reduced 21.18%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
24,357
shares
|
$9.94 Million
2.66% of portfolio
|
Q4 2024
Added 128.66%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
24,356
shares
|
$9.94 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
24,336
shares
|
$9.93 Million
6.62% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
24,335
shares
|
$9.93 Million
3.96% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
24,301
shares
|
$9.92 Million
6.17% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
24,285
shares
|
$9.91 Million
3.09% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
24,279
shares
|
$9.91 Million
2.32% of portfolio
|
Q1 2023
Added 26.33%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
24,261
shares
|
$9.9 Million
6.06% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
24,212
shares
|
$9.88 Million
3.54% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
24,205
shares
|
$9.88 Million
1.65% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
24,203
shares
|
$9.88 Million
5.71% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
24,200
shares
|
$9.88 Million
3.12% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
24,196
shares
|
$9.88 Million
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
24,194
shares
|
$9.88 Million
5.31% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
24,172
shares
|
$9.87 Million
4.96% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
24,159
shares
|
$9.86 Million
0.68% of portfolio
|
Q2 2024
Added 9.15%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
24,159
shares
|
$9.86 Million
2.7% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
24,150
shares
|
$9.86 Million
8.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
24,145
shares
|
$9.86 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
24,142
shares
|
$9.86 Million
3.36% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24,041
shares
|
$9.81 Million
3.94% of portfolio
|
Q2 2022
Reduced 14.21%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
24,007
shares
|
$9.8 Million
3.18% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
23,957
shares
|
$9.78 Million
0.95% of portfolio
|
Q4 2024
Added 9.16%
|