Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
101,906
shares
|
$40.7 Million
3.46% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
101,901
shares
|
$40.7 Million
6.03% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
101,592
shares
|
$40.6 Million
3.62% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
101,575
shares
|
$40.6 Million
2.46% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
101,333
shares
|
$40.5 Million
1.87% of portfolio
|
Q2 2022
Added 6.6%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
101,094
shares
|
$40.4 Million
4.96% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
101,024
shares
|
$40.4 Million
3.93% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
100,992
shares
|
$40.4 Million
6.4% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
100,883
shares
|
$40.3 Million
2.26% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
100,488
shares
|
$40.2 Million
2.61% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
100,252
shares
|
$40.1 Million
4.27% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
100,195
shares
|
$40.1 Million
3.13% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
99,872
shares
|
$39.9 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
99,673
shares
|
$39.8 Million
5.13% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Wim Investment Management LTD
Hong Kong, K3 |
Feb 10, 2025 Q4 2024 |
99,241
shares
|
$39.7 Million
14.37% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
99,160
shares
|
$39.6 Million
3.08% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
99,160
shares
|
$39.6 Million
3.69% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
98,947
shares
|
$39.6 Million
4.05% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
98,782
shares
|
$39.5 Million
3.77% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
98,653
shares
|
$39.4 Million
2.22% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
98,515
shares
|
$39.4 Million
2.29% of portfolio
|
Q4 2022
Added 77.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
98,512
shares
|
$39.4 Million
0.54% of portfolio
|
Q4 2024
Reduced 28.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
98,415
shares
|
$39.3 Million
2.93% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
98,353
shares
|
$39.3 Million
4.16% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
98,329
shares
|
$39.3 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.35%
|