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 |
|---|---|---|---|---|---|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
11,053
shares
|
$4.51 Million
6.11% of portfolio
|
Q4 2024
Added 512.69%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Feb 05, 2025 Q4 2024 |
11,050
shares
|
$4.51 Million
3.78% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Panoramic Capital, LLC
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
11,035
shares
|
$4.5 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
11,006
shares
|
$4.49 Million
1.85% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
10,992
shares
|
$4.49 Million
5.95% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,984
shares
|
$4.48 Million
2.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,983
shares
|
$4.48 Million
1.41% of portfolio
|
Q2 2022
Added 17.36%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
10,982
shares
|
$4.48 Million
0.77% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
10,968
shares
|
$4.48 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,966
shares
|
$4.48 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
10,960
shares
|
$4.47 Million
2.83% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,954
shares
|
$4.47 Million
0.79% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10,936
shares
|
$4.46 Million
2.11% of portfolio
|
Q2 2022
Reduced 49.45%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
10,932
shares
|
$4.46 Million
0.73% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,927
shares
|
$4.46 Million
0.54% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
10,909
shares
|
$4.45 Million
4.2% of portfolio
|
Q4 2024
Added 110.35%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,907
shares
|
$4.45 Million
1.55% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
10,897
shares
|
$4.45 Million
0.8% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
10,897
shares
|
$4.45 Million
1.66% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
10,855
shares
|
$4.43 Million
1.32% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,841
shares
|
$4.43 Million
2.5% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
10,839
shares
|
$4.42 Million
4.51% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,821
shares
|
$4.42 Million
2.02% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
10,815
shares
|
$4.41 Million
3.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
10,813
shares
|
$4.41 Million
2.74% of portfolio
|
Q4 2024
New holding
|