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 |
|---|---|---|---|---|---|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
19,711
shares
|
$8.05 Million
2.23% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
19,710
shares
|
$8.05 Million
0.86% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
19,710
shares
|
$8.05 Million
2.58% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
19,702
shares
|
$8.04 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,684
shares
|
$8.04 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
19,657
shares
|
$8.02 Million
2.39% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
19,613
shares
|
$8.01 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,610
shares
|
$8 Million
0.5% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
19,607
shares
|
$8 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,554
shares
|
$7.98 Million
1.17% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
19,540
shares
|
$7.98 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
19,536
shares
|
$7.97 Million
4.92% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
19,533
shares
|
$7.97 Million
4.1% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Promethos Capital, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
19,530
shares
|
$7.97 Million
2.91% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
19,499
shares
|
$7.96 Million
1.69% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Elwood Capital Partners LP
New York, NY |
Feb 12, 2025 Q4 2024 |
19,488
shares
|
$7.96 Million
8.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
19,482
shares
|
$7.95 Million
4.85% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
19,477
shares
|
$7.95 Million
5.72% of portfolio
|
Q4 2024
New holding
|
|
|
Boxwood Ventures, Inc.
|
Feb 12, 2025 Q4 2024 |
19,474
shares
|
$7.95 Million
11.28% of portfolio
|
Q1 2023
Reduced 14.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
19,468
shares
|
$7.95 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
19,435
shares
|
$7.93 Million
0.81% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
19,411
shares
|
$7.92 Million
1.67% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 16, 2025 Q4 2024 |
19,381
shares
|
$7.91 Million
5.13% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
19,369
shares
|
$7.91 Million
4.11% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
19,350
shares
|
$7.9 Million
3.19% of portfolio
|
Q4 2024
Added 3.4%
|