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 |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
74,647
shares
|
$29.7 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
74,631
shares
|
$29.7 Million
2.22% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
74,626
shares
|
$29.7 Million
4.26% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
74,590
shares
|
$29.7 Million
4.28% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Coalescence Partners Investment Management, LP
New York, NY |
Feb 07, 2025 Q4 2024 |
74,155
shares
|
$29.5 Million
11.83% of portfolio
|
Q4 2024
Added 70.14%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
73,971
shares
|
$29.4 Million
3.95% of portfolio
|
Q4 2020
Reduced 1.83%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
73,566
shares
|
$29.3 Million
5.3% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
73,545
shares
|
$29.3 Million
3.38% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
73,543
shares
|
$29.3 Million
1.98% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
73,519
shares
|
$29.3 Million
6.59% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
73,465
shares
|
$29.2 Million
3.89% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
73,454
shares
|
$29.2 Million
2.39% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
73,273
shares
|
$29.2 Million
6.43% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
73,265
shares
|
$29.2 Million
2.76% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
73,044
shares
|
$29.1 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
73,019
shares
|
$29.1 Million
6.23% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
73,000
shares
|
$29 Million
3.8% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
72,984
shares
|
$29 Million
3.25% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
72,949
shares
|
$29 Million
3.85% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
72,938
shares
|
$29 Million
3.93% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
72,863
shares
|
$29 Million
3.98% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
72,841
shares
|
$29 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
72,698
shares
|
$28.9 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
72,679
shares
|
$28.9 Million
5.47% of portfolio
|
Q3 2023
Reduced 16.51%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
72,611
shares
|
$28.9 Million
5.13% of portfolio
|
Q4 2024
Reduced 2.81%
|