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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
81,748
shares
|
$32.5 Million
1.62% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Trybe Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
81,657
shares
|
$32.5 Million
4.64% of portfolio
|
Q1 2024
Added 39.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81,579
shares
|
$32.5 Million
5.1% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
81,553
shares
|
$32.4 Million
1.24% of portfolio
|
Q4 2024
Added 35.25%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
81,493
shares
|
$32.4 Million
4.31% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
81,469
shares
|
$32.4 Million
7.27% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
81,367
shares
|
$32.4 Million
8.37% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
81,306
shares
|
$32.4 Million
3.54% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
80,754
shares
|
$32.1 Million
6.74% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
80,708
shares
|
$32.1 Million
2.92% of portfolio
|
Q4 2024
Added 67.91%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
80,679
shares
|
$32.1 Million
2.36% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
80,605
shares
|
$32.1 Million
2.95% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
80,603
shares
|
$32.1 Million
2.35% of portfolio
|
Q4 2023
Added 20.1%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
80,544
shares
|
$32 Million
2.54% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
80,323
shares
|
$32 Million
2.86% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Cincinnati Casualty CO
|
Feb 12, 2025 Q4 2024 |
80,000
shares
|
$31.8 Million
18.89% of portfolio
|
Q2 2017
New holding
|
|
|
Central Securities Corp
New York, NY |
Feb 13, 2025 Q4 2024 |
80,000
shares
|
$31.8 Million
3.07% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
79,902
shares
|
$31.8 Million
3.01% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
79,860
shares
|
$31.8 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
79,842
shares
|
$31.8 Million
2.49% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
79,704
shares
|
$31.7 Million
0.66% of portfolio
|
Q4 2024
Added 59.58%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
79,700
shares
|
$31.7 Million
11.09% of portfolio
|
Q4 2023
Reduced 68.65%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
79,642
shares
|
$31.7 Million
2.91% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
79,611
shares
|
$31.7 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
79,311
shares
|
$31.6 Million
6.53% of portfolio
|
Q4 2024
Added 2.2%
|