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 |
|---|---|---|---|---|---|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
140,962
shares
|
$56.3 Million
4.38% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
140,920
shares
|
$56.3 Million
4.51% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
140,850
shares
|
$56.3 Million
4.62% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
140,713
shares
|
$56.2 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
140,686
shares
|
$56.2 Million
5.9% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
140,660
shares
|
$56.2 Million
2.46% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
140,596
shares
|
$56.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
140,455
shares
|
$56.1 Million
1.95% of portfolio
|
Q4 2024
Added 145.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
140,283
shares
|
$56.1 Million
4.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
139,394
shares
|
$55.7 Million
3.81% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Oak Associates LTD
Akron, OH |
Feb 13, 2025 Q4 2024 |
138,896
shares
|
$55.5 Million
4.1% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
138,836
shares
|
$55.5 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
138,091
shares
|
$55.2 Million
7.7% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Guardian Capital LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
137,881
shares
|
$55.1 Million
2.38% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
137,596
shares
|
$55 Million
4.06% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
137,499
shares
|
$55 Million
5.01% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
136,826
shares
|
$54.7 Million
6.17% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
136,819
shares
|
$54.7 Million
3.58% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
136,679
shares
|
$54.6 Million
2.52% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
136,602
shares
|
$54.6 Million
4.97% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
136,088
shares
|
$54.4 Million
8.13% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
136,086
shares
|
$54.4 Million
7.09% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
135,978
shares
|
$54.4 Million
3.72% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
135,957
shares
|
$54.3 Million
6.34% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
135,363
shares
|
$54.1 Million
0.75% of portfolio
|
Q2 2023
Reduced 2.8%
|