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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
87,068
shares
|
$34.6 Million
1.73% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
86,698
shares
|
$34.5 Million
5.9% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
86,698
shares
|
$34.5 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
86,580
shares
|
$34.5 Million
8.3% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
86,431
shares
|
$34.4 Million
11.69% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
86,370
shares
|
$34.4 Million
1.84% of portfolio
|
Q4 2024
Added 38.19%
|
|
|
Newbrook Capital Advisors LP
New York, NY |
Feb 14, 2025 Q4 2024 |
86,360
shares
|
$34.4 Million
6.1% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
Feb 12, 2025 Q4 2024 |
86,000
shares
|
$34.2 Million
19.65% of portfolio
|
Q4 2020
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
85,929
shares
|
$34.2 Million
2.85% of portfolio
|
Q1 2023
Added 1.63%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
85,662
shares
|
$34.1 Million
2.34% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
85,654
shares
|
$34.1 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
85,608
shares
|
$34.1 Million
5.96% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
85,454
shares
|
$34 Million
6.4% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
85,395
shares
|
$34 Million
1.11% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
85,232
shares
|
$33.9 Million
7.51% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
85,153
shares
|
$33.9 Million
7.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
85,078
shares
|
$33.9 Million
1.3% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
84,986
shares
|
$33.8 Million
9.29% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
84,974
shares
|
$33.8 Million
5.55% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
84,803
shares
|
$33.7 Million
1.88% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
84,671
shares
|
$33.7 Million
3.58% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
84,499
shares
|
$33.6 Million
2.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
84,475
shares
|
$33.6 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
84,458
shares
|
$33.6 Million
4.35% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
84,400
shares
|
$33.6 Million
5.85% of portfolio
|
Q4 2024
Added 2.24%
|