Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,927
shares
|
$4.24 Million
0.54% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
10,909
shares
|
$4.23 Million
4.2% of portfolio
|
Q4 2024
Added 110.35%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,907
shares
|
$4.23 Million
1.55% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
10,897
shares
|
$4.23 Million
0.8% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
10,897
shares
|
$4.23 Million
1.66% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
10,855
shares
|
$4.21 Million
1.32% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,841
shares
|
$4.2 Million
2.5% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
10,839
shares
|
$4.2 Million
4.51% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,821
shares
|
$4.2 Million
2.02% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
10,815
shares
|
$4.19 Million
3.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
10,813
shares
|
$4.19 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
10,810
shares
|
$4.19 Million
0.38% of portfolio
|
Q4 2024
Added 35.5%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
10,805
shares
|
$4.19 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Delphi Financial Group, Inc.
|
Feb 06, 2025 Q4 2024 |
10,800
shares
|
$4.19 Million
2.46% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
10,791
shares
|
$4.18 Million
1.58% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,791
shares
|
$4.18 Million
1.25% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
10,782
shares
|
$4.18 Million
4.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
10,778
shares
|
$4.18 Million
0.56% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
10,775
shares
|
$4.18 Million
2.01% of portfolio
|
Q2 2024
Added 5.1%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
10,775
shares
|
$4.18 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,765
shares
|
$4.17 Million
2.04% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
10,748
shares
|
$4.17 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
10,736
shares
|
$4.16 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
10,724
shares
|
$4.16 Million
0.41% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
10,707
shares
|
$4.15 Million
2.34% of portfolio
|
Q4 2024
Reduced 7.75%
|