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 |
|---|---|---|---|---|---|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
29,965
shares
|
$12.1 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
29,950
shares
|
$12.1 Million
6.16% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
29,928
shares
|
$12.1 Million
3.29% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
29,924
shares
|
$12.1 Million
1.69% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
29,909
shares
|
$12.1 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
29,888
shares
|
$12.1 Million
5.23% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
29,871
shares
|
$12.1 Million
10.51% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
29,828
shares
|
$12.1 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
29,826
shares
|
$12 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Once Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
29,800
shares
|
$12 Million
2.68% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
29,777
shares
|
$12 Million
10.79% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
29,771
shares
|
$12 Million
5.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,745
shares
|
$12 Million
3.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
29,712
shares
|
$12 Million
2.64% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
29,711
shares
|
$12 Million
12.05% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
29,684
shares
|
$12 Million
9.78% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Xxec, Inc.
|
Feb 06, 2025 Q4 2024 |
29,671
shares
|
$12 Million
10.37% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29,661
shares
|
$12 Million
2.86% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
29,653
shares
|
$12 Million
4.51% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
29,640
shares
|
$12 Million
4.18% of portfolio
|
Q4 2024
Added 47.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
29,470
shares
|
$11.9 Million
1.62% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
29,466
shares
|
$11.9 Million
4.3% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
29,462
shares
|
$11.9 Million
7.21% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
29,446
shares
|
$11.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
29,431
shares
|
$11.9 Million
2.35% of portfolio
|
Q4 2024
Added 29.88%
|