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 |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
77,051
shares
|
$30.7 Million
5.51% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
76,964
shares
|
$30.6 Million
3.99% of portfolio
|
Q4 2024
Added 697.39%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
76,818
shares
|
$30.6 Million
6.57% of portfolio
|
Q1 2024
Added 199.84%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Feb 14, 2025 Q4 2024 |
76,796
shares
|
$30.6 Million
9.95% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Nexus Investment Management Ulc
|
Jan 15, 2025 Q4 2024 |
76,740
shares
|
$30.5 Million
3.25% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
76,530
shares
|
$30.5 Million
2.76% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
76,469
shares
|
$30.4 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
76,394
shares
|
$30.4 Million
12.28% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Untitled Investments LP
New York, NY |
Feb 14, 2025 Q4 2024 |
76,257
shares
|
$30.3 Million
8.71% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Whitebark Investors LP
Incline Village, NV |
Feb 14, 2025 Q4 2024 |
76,219
shares
|
$30.3 Million
14.89% of portfolio
|
Q4 2024
New holding
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
76,091
shares
|
$30.3 Million
1.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
76,062
shares
|
$30.3 Million
3.63% of portfolio
|
Q4 2023
Reduced 12.16%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
75,964
shares
|
$30.2 Million
14.46% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
75,755
shares
|
$30.1 Million
6.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
75,746
shares
|
$30.1 Million
2.43% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
75,650
shares
|
$30.1 Million
5.63% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
75,644
shares
|
$30.1 Million
4.36% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Whitford Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,615
shares
|
$30.1 Million
8.54% of portfolio
|
Q4 2024
Added 589.35%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
75,598
shares
|
$30.1 Million
5.57% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
75,336
shares
|
$30 Million
5.29% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
75,336
shares
|
$30 Million
4.67% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
75,174
shares
|
$29.9 Million
2.11% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
74,944
shares
|
$29.8 Million
7.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Feb 13, 2025 Q4 2024 |
74,883
shares
|
$29.8 Million
8.33% of portfolio
|
Q4 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
74,752
shares
|
$29.7 Million
2.88% of portfolio
|
Q4 2024
Added 11.17%
|