Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,410 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
210,855
shares
|
$84.3 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
209,697
shares
|
$83.8 Million
2.65% of portfolio
|
Q4 2024
Added 3304.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
209,238
shares
|
$83.6 Million
2.67% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
209,014
shares
|
$83.5 Million
6.97% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
208,882
shares
|
$83.5 Million
1.38% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
208,644
shares
|
$83.4 Million
4.01% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
208,119
shares
|
$83.2 Million
3.62% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Kinetic Partners Management, LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
208,105
shares
|
$83.2 Million
5.78% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
207,890
shares
|
$83.1 Million
0.09% of portfolio
|
Q4 2024
Added 73.3%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
207,854
shares
|
$83.1 Million
10.42% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
207,780
shares
|
$83.1 Million
4.16% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
207,677
shares
|
$83 Million
5.74% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
207,143
shares
|
$82.8 Million
1.46% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
207,089
shares
|
$82.8 Million
2.8% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
205,987
shares
|
$82.3 Million
5.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
204,859
shares
|
$81.9 Million
2.05% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Steadfast Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
204,600
shares
|
$81.8 Million
2.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
204,356
shares
|
$81.7 Million
1.65% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
203,047
shares
|
$81.2 Million
3.96% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
202,704
shares
|
$81 Million
3.61% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
201,302
shares
|
$80.5 Million
5.43% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
201,277
shares
|
$80.5 Million
3.82% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
200,865
shares
|
$80.3 Million
1.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
200,417
shares
|
$80.1 Million
5.39% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
200,331
shares
|
$80.1 Million
2.13% of portfolio
|
Q4 2024
Added 3.8%
|