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 |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
20,654
shares
|
$8.43 Million
1.59% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,652
shares
|
$8.43 Million
1.62% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
20,636
shares
|
$8.42 Million
4.32% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
20,627
shares
|
$8.42 Million
3.49% of portfolio
|
Q1 2023
Reduced 6.33%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
20,626
shares
|
$8.42 Million
1.68% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
20,612
shares
|
$8.41 Million
2.99% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
20,588
shares
|
$8.4 Million
3.57% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
20,556
shares
|
$8.39 Million
1.23% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
20,548
shares
|
$8.39 Million
5.14% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20,496
shares
|
$8.37 Million
1.3% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
20,485
shares
|
$8.36 Million
2.29% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
20,469
shares
|
$8.36 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
20,431
shares
|
$8.34 Million
2.71% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
20,428
shares
|
$8.34 Million
3.78% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
20,420
shares
|
$8.34 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Pennant Select, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
20,400
shares
|
$8.33 Million
6.59% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
20,398
shares
|
$8.33 Million
2.27% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
20,396
shares
|
$8.33 Million
3.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
20,370
shares
|
$8.32 Million
2.11% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
20,364
shares
|
$8.31 Million
3.77% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
20,354
shares
|
$8.31 Million
8.32% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
20,354
shares
|
$8.31 Million
3.26% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
20,345
shares
|
$8.31 Million
5.59% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
20,344
shares
|
$8.3 Million
5.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
20,335
shares
|
$8.3 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.32%
|