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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
67,569
shares
|
$26.9 Million
4.43% of portfolio
|
Q4 2024
Added 50.99%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
67,523
shares
|
$26.9 Million
5.23% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
67,462
shares
|
$26.8 Million
9.89% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
67,368
shares
|
$26.8 Million
1.22% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
Blue Whale Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
67,343
shares
|
$26.8 Million
2.57% of portfolio
|
Q4 2024
Reduced 50.34%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
67,312
shares
|
$26.8 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
66,776
shares
|
$26.6 Million
5.6% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
66,625
shares
|
$26.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
66,608
shares
|
$26.5 Million
3.35% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
66,582
shares
|
$26.5 Million
4.14% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
66,415
shares
|
$26.4 Million
0.86% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
66,104
shares
|
$26.3 Million
6.57% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
66,086
shares
|
$26.3 Million
5.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Iyo Bank, Ltd.
|
Feb 04, 2025 Q4 2024 |
66,077
shares
|
$26.3 Million
9.52% of portfolio
|
Q2 2022
Added 12.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
65,956
shares
|
$26.2 Million
2.22% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
65,671
shares
|
$26.1 Million
3.13% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Mirova
Paris, I0 |
Feb 13, 2025 Q4 2024 |
65,578
shares
|
$26.1 Million
4.87% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
65,538
shares
|
$26.1 Million
1.32% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
65,528
shares
|
$26.1 Million
8.55% of portfolio
|
Q4 2024
New holding
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
65,452
shares
|
$26 Million
7.53% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
65,418
shares
|
$26 Million
2.89% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
65,362
shares
|
$26 Million
1.91% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
65,297
shares
|
$26 Million
7.61% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
65,248
shares
|
$26 Million
0.99% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Feb 14, 2025 Q4 2024 |
65,219
shares
|
$26 Million
5.41% of portfolio
|
Q4 2024
Reduced 3.93%
|