Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,406 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
50,144
shares
|
$20.3 Million
6.75% of portfolio
|
Q4 2020
Added 5.46%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
50,120
shares
|
$20.2 Million
2.71% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
50,069
shares
|
$20.2 Million
1.54% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
50,063
shares
|
$20.2 Million
4.15% of portfolio
|
Q4 2024
Added 24.36%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$20.2 Million
1.13% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
One Madison Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$20.2 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
49,920
shares
|
$20.2 Million
1.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
49,823
shares
|
$20.1 Million
3.61% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
49,720
shares
|
$20.1 Million
3.56% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
49,670
shares
|
$20.1 Million
4.64% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
49,658
shares
|
$20.1 Million
2.18% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
49,637
shares
|
$20.1 Million
3.17% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
49,531
shares
|
$20 Million
1.68% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
49,514
shares
|
$20 Million
0.49% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
49,457
shares
|
$20 Million
11.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
49,359
shares
|
$19.9 Million
3.17% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
49,335
shares
|
$19.9 Million
4.48% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
49,315
shares
|
$19.9 Million
4.53% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
49,165
shares
|
$19.9 Million
10.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
49,120
shares
|
$19.8 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
48,987
shares
|
$19.8 Million
7.24% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
48,908
shares
|
$19.8 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Pennant Investors, LP
Summit, NJ |
Feb 14, 2025 Q4 2024 |
48,900
shares
|
$19.8 Million
7.11% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
48,838
shares
|
$19.7 Million
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
48,803
shares
|
$19.7 Million
3.58% of portfolio
|
Q4 2024
Reduced 12.71%
|