Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,400 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 $2.14 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
10,810
shares
|
$4.5 Million
0.38% of portfolio
|
Q4 2024
Added 35.5%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
10,805
shares
|
$4.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Delphi Financial Group, Inc.
|
Feb 06, 2025 Q4 2024 |
10,800
shares
|
$4.49 Million
2.46% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
10,791
shares
|
$4.49 Million
1.58% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,791
shares
|
$4.49 Million
1.25% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
10,782
shares
|
$4.49 Million
4.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
10,778
shares
|
$4.49 Million
0.56% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
10,775
shares
|
$4.48 Million
2.01% of portfolio
|
Q2 2024
Added 5.1%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
10,775
shares
|
$4.48 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,765
shares
|
$4.48 Million
2.04% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
10,748
shares
|
$4.47 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
10,736
shares
|
$4.47 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
10,724
shares
|
$4.46 Million
0.41% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
10,707
shares
|
$4.46 Million
2.34% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,700
shares
|
$4.45 Million
1.54% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
10,693
shares
|
$4.45 Million
4.63% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
10,692
shares
|
$4.45 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
10,687
shares
|
$4.45 Million
0.83% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
10,667
shares
|
$4.44 Million
0.18% of portfolio
|
Q4 2024
Reduced 29.47%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
10,659
shares
|
$4.44 Million
1.88% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
10,640
shares
|
$4.43 Million
2.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
10,639
shares
|
$4.43 Million
0.65% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
10,631
shares
|
$4.42 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,627
shares
|
$4.42 Million
2.24% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
10,627
shares
|
$4.42 Million
3.69% of portfolio
|
Q4 2024
New holding
|