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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
15,381
shares
|
$6.28 Million
0.34% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
15,340
shares
|
$6.26 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
15,327
shares
|
$6.26 Million
0.92% of portfolio
|
Q4 2024
Added 276.49%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
15,314
shares
|
$6.25 Million
1.43% of portfolio
|
Q1 2024
Reduced 38.57%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
15,308
shares
|
$6.25 Million
3.02% of portfolio
|
Q1 2023
Reduced 26.23%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
15,286
shares
|
$6.24 Million
0.64% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,273
shares
|
$6.23 Million
2.16% of portfolio
|
Q4 2022
Added 10.61%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
15,273
shares
|
$6.23 Million
4.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
15,268
shares
|
$6.23 Million
3.97% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,267
shares
|
$6.23 Million
1.84% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
15,244
shares
|
$6.22 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
15,242
shares
|
$6.22 Million
1.71% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
15,241
shares
|
$6.22 Million
1.47% of portfolio
|
Q4 2024
Added 231.18%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
15,233
shares
|
$6.22 Million
4.09% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
15,225
shares
|
$6.21 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
15,224
shares
|
$6.21 Million
2.47% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
15,195
shares
|
$6.2 Million
3.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
15,180
shares
|
$6.2 Million
3.86% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
15,170
shares
|
$6.19 Million
3.21% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
15,162
shares
|
$6.19 Million
1.9% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,154
shares
|
$6.19 Million
0.51% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,152
shares
|
$6.19 Million
1.7% of portfolio
|
Q4 2024
Added 48.27%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
15,151
shares
|
$6.18 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
15,145
shares
|
$6.18 Million
4.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
15,134
shares
|
$6.18 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.77%
|