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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
36,827
shares
|
$14.9 Million
1.7% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
36,825
shares
|
$14.9 Million
6.06% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
36,704
shares
|
$14.8 Million
2.71% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
36,687
shares
|
$14.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
36,677
shares
|
$14.8 Million
6.15% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
36,676
shares
|
$14.8 Million
3.2% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
36,670
shares
|
$14.8 Million
1.96% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
36,625
shares
|
$14.8 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
36,597
shares
|
$14.8 Million
8.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
36,574
shares
|
$14.8 Million
5.49% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
36,533
shares
|
$14.8 Million
5.24% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
36,484
shares
|
$14.7 Million
4.5% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
36,465
shares
|
$14.7 Million
4.67% of portfolio
|
Q1 2023
Reduced 6.69%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
36,358
shares
|
$14.7 Million
3.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
36,327
shares
|
$14.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,295
shares
|
$14.7 Million
4.71% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
36,278
shares
|
$14.7 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
36,180
shares
|
$14.6 Million
2.17% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
36,157
shares
|
$14.6 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
36,134
shares
|
$14.6 Million
2.41% of portfolio
|
Q4 2024
Added 122.9%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
36,091
shares
|
$14.6 Million
5.12% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
36,089
shares
|
$14.6 Million
5.33% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
36,033
shares
|
$14.6 Million
3.19% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
36,000
shares
|
$14.5 Million
10.72% of portfolio
|
Q3 2022
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
35,995
shares
|
$14.5 Million
3.5% of portfolio
|
Q4 2024
Added 14.96%
|