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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
135,308
shares
|
$54.1 Million
3.92% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
135,200
shares
|
$54 Million
3.91% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Pensioenfonds Rail & Ov
|
Aug 30, 2024 Q2 2024 |
135,047
shares
|
$54 Million
4.52% of portfolio
|
Q2 2024
Added 30.73%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
134,908
shares
|
$53.9 Million
8.9% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
134,786
shares
|
$53.9 Million
2.3% of portfolio
|
Q4 2024
Added 437.87%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
134,519
shares
|
$53.8 Million
9.65% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Feb 14, 2025 Q4 2024 |
134,100
shares
|
$53.6 Million
8.45% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
134,074
shares
|
$53.6 Million
4.97% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
133,919
shares
|
$53.5 Million
0.66% of portfolio
|
Q3 2022
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
133,703
shares
|
$53.4 Million
5.21% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
133,436
shares
|
$53.3 Million
1.92% of portfolio
|
Q4 2024
Added 294.57%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
133,002
shares
|
$53.2 Million
0.36% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
132,982
shares
|
$53.2 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
132,356
shares
|
$52.9 Million
4.9% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
132,213
shares
|
$52.8 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
131,973
shares
|
$52.8 Million
6.36% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
131,830
shares
|
$52.7 Million
4.65% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
131,808
shares
|
$52.7 Million
0.12% of portfolio
|
Q4 2024
Added 71.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
131,683
shares
|
$52.6 Million
1.01% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
130,777
shares
|
$52.3 Million
2.14% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
130,425
shares
|
$52.1 Million
1.94% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
130,390
shares
|
$52.1 Million
5.63% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
130,237
shares
|
$52.1 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
129,910
shares
|
$51.9 Million
9.2% of portfolio
|
Q1 2024
Added 373.36%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
129,844
shares
|
$51.9 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.9%
|