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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
63,086
shares
|
$25.1 Million
7.3% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
63,061
shares
|
$25.1 Million
6.12% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
62,852
shares
|
$25 Million
13.15% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
62,833
shares
|
$25 Million
6.84% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
62,670
shares
|
$24.9 Million
3.04% of portfolio
|
Q3 2024
Added 63.54%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
62,613
shares
|
$24.9 Million
7.31% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
62,565
shares
|
$24.9 Million
5.88% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
62,500
shares
|
$24.9 Million
6.83% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
62,362
shares
|
$24.8 Million
8.86% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
62,338
shares
|
$24.8 Million
0.41% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Trinity Street Asset Management LLP
|
Jan 15, 2025 Q4 2024 |
62,200
shares
|
$24.7 Million
2.58% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
62,095
shares
|
$24.7 Million
0.2% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
61,982
shares
|
$24.7 Million
3.68% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
61,962
shares
|
$24.7 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Anabranch Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
61,948
shares
|
$24.6 Million
15.94% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,922
shares
|
$24.6 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
61,868
shares
|
$24.6 Million
8.87% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
11 Capital Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
61,810
shares
|
$24.6 Million
12.41% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
61,800
shares
|
$24.6 Million
9.27% of portfolio
|
Q4 2024
Added 323.29%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
61,797
shares
|
$24.6 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61,773
shares
|
$24.6 Million
2.66% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
61,605
shares
|
$24.5 Million
3.37% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
61,594
shares
|
$24.5 Million
5.57% of portfolio
|
Q4 2024
Added 96.53%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
61,549
shares
|
$24.5 Million
3.54% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
61,539
shares
|
$24.5 Million
11.64% of portfolio
|
Q4 2024
Added 5.28%
|