Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
243,436
shares
|
$102 Million
9.57% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
243,108
shares
|
$102 Million
3.01% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
242,400
shares
|
$102 Million
9.38% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
241,811
shares
|
$102 Million
1.77% of portfolio
|
Q2 2024
Added 39.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
241,141
shares
|
$101 Million
8.53% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Oct 03, 2024 Q3 2024 |
240,900
shares
|
$101 Million
10.56% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
239,184
shares
|
$101 Million
2.98% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
238,855
shares
|
$100 Million
4.94% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
238,479
shares
|
$100 Million
3.63% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
237,511
shares
|
$99.8 Million
2.84% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
236,525
shares
|
$99.4 Million
2.75% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Ycg, LLC
|
Nov 04, 2024 Q3 2024 |
235,918
shares
|
$99.1 Million
8.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
235,432
shares
|
$98.9 Million
2.44% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
235,419
shares
|
$98.9 Million
3.96% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Locust Wood Capital Advisers, LLC
|
Aug 12, 2024 Q2 2024 |
234,923
shares
|
$98.7 Million
4.37% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
233,627
shares
|
$98.2 Million
5.5% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Oct 18, 2024 Q3 2024 |
232,698
shares
|
$97.8 Million
46.38% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
232,665
shares
|
$97.8 Million
6.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
232,182
shares
|
$97.6 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
230,311
shares
|
$96.8 Million
3.68% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
229,860
shares
|
$96.6 Million
3.65% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Triple Frond Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
228,654
shares
|
$96.1 Million
11.99% of portfolio
|
Q1 2024
Reduced 9.73%
|
|
|
Homestead Advisers Corp
|
Nov 01, 2024 Q3 2024 |
227,987
shares
|
$95.8 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
227,708
shares
|
$95.7 Million
5.05% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
227,129
shares
|
$95.4 Million
9.53% of portfolio
|
Q2 2024
Reduced 0.69%
|