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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
15,864
shares
|
$6.48 Million
1.78% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
15,858
shares
|
$6.47 Million
2.3% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
15,850
shares
|
$6.47 Million
2.34% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
15,849
shares
|
$6.47 Million
1.12% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
15,846
shares
|
$6.47 Million
3.46% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
15,834
shares
|
$6.46 Million
4.45% of portfolio
|
Q3 2023
Added 15.36%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,829
shares
|
$6.46 Million
0.14% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
|
Silphium Asset Management LTD
London, X0 |
Feb 05, 2025 Q4 2024 |
15,824
shares
|
$6.46 Million
2.2% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
15,819
shares
|
$6.46 Million
3.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
15,808
shares
|
$6.45 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
15,808
shares
|
$6.45 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
15,801
shares
|
$6.45 Million
5.6% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,792
shares
|
$6.45 Million
2.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
15,790
shares
|
$6.45 Million
1.37% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
15,790
shares
|
$6.45 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,785
shares
|
$6.44 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
15,720
shares
|
$6.42 Million
3.96% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
15,709
shares
|
$6.41 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
15,694
shares
|
$6.41 Million
1.55% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
15,685
shares
|
$6.4 Million
3.65% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
15,654
shares
|
$6.39 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
15,651
shares
|
$6.39 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
15,645
shares
|
$6.39 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
15,644
shares
|
$6.39 Million
4.13% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
15,617
shares
|
$6.38 Million
1.31% of portfolio
|
Q4 2024
Added 37.1%
|