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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
18,189
shares
|
$7.42 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,157
shares
|
$7.41 Million
1.71% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
18,137
shares
|
$7.4 Million
4.04% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
18,133
shares
|
$7.4 Million
1.81% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
18,126
shares
|
$7.4 Million
3.58% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
18,125
shares
|
$7.4 Million
4.53% of portfolio
|
Q3 2022
Added 18.27%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
18,125
shares
|
$7.4 Million
3.97% of portfolio
|
Q4 2024
Added 54.26%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
18,121
shares
|
$7.4 Million
0.73% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
18,115
shares
|
$7.39 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
18,109
shares
|
$7.39 Million
6.22% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
18,097
shares
|
$7.39 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,083
shares
|
$7.38 Million
1.45% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
18,033
shares
|
$7.36 Million
2.73% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,028
shares
|
$7.36 Million
0.79% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,021
shares
|
$7.36 Million
1.05% of portfolio
|
Q2 2023
Added 18.99%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
18,003
shares
|
$7.35 Million
5.11% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$7.35 Million
1.24% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
17,983
shares
|
$7.34 Million
1.1% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,979
shares
|
$7.34 Million
5.31% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
17,970
shares
|
$7.34 Million
4.39% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
17,950
shares
|
$7.33 Million
3.07% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Davis Rea Ltd.
|
Feb 05, 2025 Q4 2024 |
17,911
shares
|
$7.31 Million
3.83% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
17,910
shares
|
$7.31 Million
7.25% of portfolio
|
Q4 2023
Added 5.6%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
17,909
shares
|
$7.31 Million
4.47% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
17,898
shares
|
$7.31 Million
0.42% of portfolio
|
Q4 2024
Added 9.99%
|