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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
20,333
shares
|
$8.3 Million
1.27% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
20,328
shares
|
$8.3 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
20,320
shares
|
$8.29 Million
1.49% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,311
shares
|
$8.29 Million
6.01% of portfolio
|
Q3 2024
Reduced 90.23%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
20,305
shares
|
$8.29 Million
5.66% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
20,260
shares
|
$8.27 Million
5.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
20,235
shares
|
$8.26 Million
2.68% of portfolio
|
Q4 2022
Added 7.24%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
20,200
shares
|
$8.25 Million
3.87% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Bender Robert & Associates
|
Feb 07, 2025 Q4 2024 |
20,199
shares
|
$8.25 Million
2.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
20,185
shares
|
$8.24 Million
0.81% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$8.24 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$8.24 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
20,165
shares
|
$8.23 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
20,142
shares
|
$8.22 Million
6.14% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20,117
shares
|
$8.21 Million
1.92% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
20,087
shares
|
$8.2 Million
0.74% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
20,077
shares
|
$8.2 Million
7.79% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
20,065
shares
|
$8.19 Million
2.86% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
20,065
shares
|
$8.19 Million
8.11% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,037
shares
|
$8.18 Million
2.24% of portfolio
|
Q4 2024
Reduced 71.95%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
20,012
shares
|
$8.17 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
20,008
shares
|
$8.17 Million
3.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$8.16 Million
1.93% of portfolio
|
Q1 2022
New holding
|
|
|
Myda Advisors LLC
Inwood, NY |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$8.16 Million
2.32% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Perseverance Asset Management International
George Town, E9 |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$8.16 Million
1.17% of portfolio
|
Q3 2024
Reduced 69.23%
|