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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
23,953
shares
|
$9.78 Million
1.46% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
23,907
shares
|
$9.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 88.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
23,906
shares
|
$9.76 Million
1.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,849
shares
|
$9.74 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
23,843
shares
|
$9.73 Million
3.71% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
23,840
shares
|
$9.73 Million
2.9% of portfolio
|
Q3 2023
Added 81.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
23,832
shares
|
$9.73 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,822
shares
|
$9.72 Million
1.58% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
23,806
shares
|
$9.72 Million
4.67% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
23,798
shares
|
$9.71 Million
1.38% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
23,755
shares
|
$9.7 Million
4.21% of portfolio
|
Q2 2022
Reduced 70.42%
|
|
|
Sandler Capital Management
New York, NY |
Feb 14, 2025 Q4 2024 |
23,754
shares
|
$9.7 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
23,651
shares
|
$9.65 Million
1.13% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
23,625
shares
|
$9.64 Million
1.26% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
23,610
shares
|
$9.64 Million
5.51% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
23,604
shares
|
$9.64 Million
2.57% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
23,566
shares
|
$9.62 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
23,540
shares
|
$9.61 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Jan 16, 2025 Q4 2024 |
23,485
shares
|
$9.59 Million
6.92% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
23,466
shares
|
$9.58 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
23,461
shares
|
$9.58 Million
0.6% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
23,441
shares
|
$9.57 Million
4.62% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,441
shares
|
$9.57 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
23,419
shares
|
$9.56 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
23,397
shares
|
$9.55 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.17%
|