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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
46,172
shares
|
$18.7 Million
4.86% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
46,040
shares
|
$18.6 Million
11.39% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
46,039
shares
|
$18.6 Million
1.78% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
46,028
shares
|
$18.6 Million
5.12% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
45,996
shares
|
$18.6 Million
4.43% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
45,960
shares
|
$18.6 Million
2.38% of portfolio
|
Q4 2024
Added 98.81%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
45,948
shares
|
$18.6 Million
5.08% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
45,900
shares
|
$18.5 Million
4.43% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
Feb 12, 2025 Q4 2024 |
45,850
shares
|
$18.5 Million
1.1% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
45,790
shares
|
$18.5 Million
5.8% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
45,654
shares
|
$18.4 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,630
shares
|
$18.4 Million
2.96% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Laurion Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
45,629
shares
|
$18.4 Million
0.37% of portfolio
|
Q4 2024
Added 59.14%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
45,612
shares
|
$18.4 Million
7.59% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
45,546
shares
|
$18.4 Million
3.88% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
45,532
shares
|
$18.4 Million
3.28% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
45,497
shares
|
$18.4 Million
8.4% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Rwq Financial Management Services, Inc.
|
Feb 11, 2025 Q4 2024 |
45,407
shares
|
$18.3 Million
7.75% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
45,395
shares
|
$18.3 Million
22.14% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
45,334
shares
|
$18.3 Million
13.09% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
45,023
shares
|
$18.2 Million
6.86% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
44,976
shares
|
$18.2 Million
4.63% of portfolio
|
Q1 2024
Added 238.45%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
44,924
shares
|
$18.1 Million
5.81% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
44,889
shares
|
$18.1 Million
2.8% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
44,860
shares
|
$18.1 Million
5.85% of portfolio
|
Q4 2024
Reduced 0.05%
|