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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
84,379
shares
|
$33.6 Million
4.1% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
84,133
shares
|
$33.5 Million
6.64% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
84,058
shares
|
$33.4 Million
0.24% of portfolio
|
Q4 2024
Added 1782.18%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
83,882
shares
|
$33.4 Million
3.78% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
83,721
shares
|
$33.3 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
83,715
shares
|
$33.3 Million
7.18% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
83,620
shares
|
$33.3 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
83,563
shares
|
$33.2 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
83,535
shares
|
$33.2 Million
1.17% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
83,438
shares
|
$33.2 Million
1.42% of portfolio
|
Q4 2024
Added 49.92%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
83,360
shares
|
$33.2 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
83,192
shares
|
$33.1 Million
6.44% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Rings Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
83,000
shares
|
$33 Million
18.28% of portfolio
|
Q4 2018
New holding
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
82,983
shares
|
$33 Million
3.19% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Feb 04, 2025 Q4 2024 |
82,775
shares
|
$32.9 Million
6.57% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
82,757
shares
|
$32.9 Million
5.03% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
82,657
shares
|
$32.9 Million
4.18% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
82,558
shares
|
$32.8 Million
4.88% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
82,515
shares
|
$32.8 Million
13.05% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
82,451
shares
|
$32.8 Million
4.34% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
82,379
shares
|
$32.8 Million
4.16% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
82,366
shares
|
$32.8 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
82,345
shares
|
$32.8 Million
2.91% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,126
shares
|
$32.7 Million
1.94% of portfolio
|
Q4 2022
Reduced 3.83%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
82,001
shares
|
$32.6 Million
1.1% of portfolio
|
Q4 2024
Added 1.14%
|