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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
31,186
shares
|
$12.6 Million
7.89% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
31,080
shares
|
$12.6 Million
1.74% of portfolio
|
Q4 2024
Added 286.23%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
31,041
shares
|
$12.5 Million
3.83% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
31,040
shares
|
$12.5 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
30,975
shares
|
$12.5 Million
3.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
30,967
shares
|
$12.5 Million
6.22% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
30,965
shares
|
$12.5 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
30,916
shares
|
$12.5 Million
4.29% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
30,913
shares
|
$12.5 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
30,880
shares
|
$12.5 Million
2.86% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
30,878
shares
|
$12.5 Million
2.62% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
30,868
shares
|
$12.5 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
30,827
shares
|
$12.5 Million
1.84% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
30,821
shares
|
$12.5 Million
2.59% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
30,818
shares
|
$12.5 Million
7.9% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
30,767
shares
|
$12.4 Million
1.37% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Feb 04, 2025 Q4 2024 |
30,761
shares
|
$12.4 Million
0.11% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
30,744
shares
|
$12.4 Million
1.38% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
30,730
shares
|
$12.4 Million
3.54% of portfolio
|
Q4 2024
Reduced 24.73%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
30,686
shares
|
$12.4 Million
4.72% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
In Depth Partners, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
30,619
shares
|
$12.4 Million
13.66% of portfolio
|
Q4 2024
Added 25.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
30,610
shares
|
$12.4 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
30,603
shares
|
$12.4 Million
4.27% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
30,593
shares
|
$12.4 Million
3.91% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
30,543
shares
|
$12.3 Million
2.65% of portfolio
|
Q2 2024
Reduced 16.76%
|