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 |
|---|---|---|---|---|---|
|
Advanced Portfolio Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,733
shares
|
$5.61 Million
6.57% of portfolio
|
Q4 2024
Added 125.09%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
13,720
shares
|
$5.6 Million
0.59% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
13,712
shares
|
$5.6 Million
4.64% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
13,709
shares
|
$5.6 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Crystal Rock Capital Management
|
Feb 05, 2025 Q4 2024 |
13,705
shares
|
$5.59 Million
3.72% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
13,689
shares
|
$5.59 Million
2.13% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
13,687
shares
|
$5.59 Million
4.98% of portfolio
|
Q4 2024
Added 32.83%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
13,680
shares
|
$5.58 Million
1.29% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
13,654
shares
|
$5.57 Million
2.33% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
13,649
shares
|
$5.57 Million
3.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
13,638
shares
|
$5.57 Million
5.44% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
13,630
shares
|
$5.56 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
13,627
shares
|
$5.56 Million
3.26% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
13,620
shares
|
$5.56 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
13,587
shares
|
$5.55 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
13,587
shares
|
$5.55 Million
2.45% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
13,570
shares
|
$5.54 Million
1.95% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
13,542
shares
|
$5.53 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
13,541
shares
|
$5.53 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
13,528
shares
|
$5.52 Million
5.85% of portfolio
|
Q1 2024
Added 3.64%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
13,524
shares
|
$5.52 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
13,516
shares
|
$5.52 Million
2.25% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
13,505
shares
|
$5.51 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
13,493
shares
|
$5.51 Million
2.52% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
13,485
shares
|
$5.5 Million
0.73% of portfolio
|
Q4 2024
Added 0.1%
|