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 |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
28,060
shares
|
$11.5 Million
5.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
28,047
shares
|
$11.4 Million
2.51% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
28,045
shares
|
$11.4 Million
5.14% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
28,040
shares
|
$11.4 Million
7.61% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
28,027
shares
|
$11.4 Million
7.9% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
28,021
shares
|
$11.4 Million
3.8% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
27,961
shares
|
$11.4 Million
2.27% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
27,951
shares
|
$11.4 Million
4.21% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
27,922
shares
|
$11.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 79.27%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
27,911
shares
|
$11.4 Million
0.29% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
27,899
shares
|
$11.4 Million
0.73% of portfolio
|
Q4 2024
Reduced 34.36%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
27,891
shares
|
$11.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
27,887
shares
|
$11.4 Million
6.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
27,883
shares
|
$11.4 Million
9.24% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
27,876
shares
|
$11.4 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
27,836
shares
|
$11.4 Million
7.26% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
27,836
shares
|
$11.4 Million
7.88% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
27,828
shares
|
$11.4 Million
2.09% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,771
shares
|
$11.3 Million
2.81% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Benson Investment Management Company, Inc.
|
Jan 13, 2025 Q4 2024 |
27,760
shares
|
$11.3 Million
5.1% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
27,718
shares
|
$11.3 Million
3.73% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
27,708
shares
|
$11.3 Million
1.69% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27,701
shares
|
$11.3 Million
1.78% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
27,684
shares
|
$11.3 Million
1.28% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
27,636
shares
|
$11.3 Million
4.88% of portfolio
|
Q4 2024
Reduced 1.87%
|