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 |
|---|---|---|---|---|---|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
35,948
shares
|
$14.5 Million
5.27% of portfolio
|
Q4 2024
Added 60.43%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
35,910
shares
|
$14.5 Million
3.74% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Feb 13, 2025 Q4 2024 |
35,870
shares
|
$14.5 Million
9.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
35,846
shares
|
$14.5 Million
7.08% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
35,835
shares
|
$14.5 Million
2.66% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
35,793
shares
|
$14.5 Million
6.31% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
35,773
shares
|
$14.5 Million
1.58% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Mc Ginn Investment Management, Inc.
|
Feb 12, 2025 Q4 2024 |
35,772
shares
|
$14.5 Million
10.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
35,770
shares
|
$14.5 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
35,755
shares
|
$14.4 Million
3.27% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
35,755
shares
|
$14.4 Million
2.43% of portfolio
|
Q4 2024
Added 137.24%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
35,727
shares
|
$14.4 Million
2.53% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
35,668
shares
|
$14.4 Million
6.67% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Fact Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
35,649
shares
|
$14.4 Million
6.56% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,611
shares
|
$14.4 Million
10.73% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
35,576
shares
|
$14.4 Million
0.22% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
35,534
shares
|
$14.4 Million
2.33% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
35,498
shares
|
$14.3 Million
5.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
35,442
shares
|
$14.3 Million
0.63% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
35,388
shares
|
$14.3 Million
2.09% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
35,355
shares
|
$14.3 Million
2.91% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
35,353
shares
|
$14.3 Million
0.54% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
35,347
shares
|
$14.3 Million
2.77% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
35,311
shares
|
$14.3 Million
3.34% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
35,291
shares
|
$14.3 Million
1.11% of portfolio
|
Q4 2024
Added 2.94%
|