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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
32,374
shares
|
$13.1 Million
2.88% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
32,337
shares
|
$13.1 Million
3.92% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
32,333
shares
|
$13.1 Million
7.81% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
32,300
shares
|
$13 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
32,290
shares
|
$13 Million
2.44% of portfolio
|
Q1 2023
Reduced 2.86%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
32,268
shares
|
$13 Million
7.73% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
32,262
shares
|
$13 Million
2.99% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
32,134
shares
|
$13 Million
5.61% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
32,119
shares
|
$13 Million
1.55% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
32,070
shares
|
$13 Million
7.71% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
32,059
shares
|
$13 Million
1.4% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
32,047
shares
|
$12.9 Million
4.45% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Muhlenkamp & CO Inc
|
Feb 13, 2025 Q4 2024 |
32,038
shares
|
$12.9 Million
4.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
32,025
shares
|
$12.9 Million
4.71% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Miura Global Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,000
shares
|
$12.9 Million
15.8% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
31,981
shares
|
$12.9 Million
2.14% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
31,944
shares
|
$12.9 Million
3.43% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
31,931
shares
|
$12.9 Million
2.51% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
31,896
shares
|
$12.9 Million
4.49% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
31,845
shares
|
$12.9 Million
2.9% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
31,804
shares
|
$12.8 Million
6.83% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
31,741
shares
|
$12.8 Million
2.36% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
31,732
shares
|
$12.8 Million
3.71% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
31,721
shares
|
$12.8 Million
1.41% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
31,702
shares
|
$12.8 Million
0.78% of portfolio
|
Q4 2024
Added 5.58%
|