Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
28,676
shares
|
$11.7 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
28,669
shares
|
$11.7 Million
6.77% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
28,668
shares
|
$11.7 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
28,644
shares
|
$11.7 Million
2.47% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
28,632
shares
|
$11.7 Million
5.4% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
28,584
shares
|
$11.7 Million
3.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
28,499
shares
|
$11.6 Million
3.73% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
28,490
shares
|
$11.6 Million
4.79% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
28,441
shares
|
$11.6 Million
1.64% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
28,428
shares
|
$11.6 Million
0.68% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
28,397
shares
|
$11.6 Million
5.39% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
28,387
shares
|
$11.6 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,348
shares
|
$11.6 Million
1.89% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
28,346
shares
|
$11.6 Million
4.78% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
28,316
shares
|
$11.6 Million
1.36% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
28,316
shares
|
$11.6 Million
7.32% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
28,294
shares
|
$11.5 Million
3.9% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28,290
shares
|
$11.5 Million
2.11% of portfolio
|
Q2 2022
Reduced 30.58%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
28,234
shares
|
$11.5 Million
6.35% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
28,223
shares
|
$11.5 Million
6.64% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
28,221
shares
|
$11.5 Million
5.59% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
28,201
shares
|
$11.5 Million
3.52% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
28,102
shares
|
$11.5 Million
2.07% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
28,100
shares
|
$11.5 Million
1.11% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
28,089
shares
|
$11.5 Million
1.66% of portfolio
|
Q4 2023
Reduced 9.06%
|