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 |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
27,067
shares
|
$11 Million
3.19% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
27,056
shares
|
$11 Million
7.76% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
27,040
shares
|
$11 Million
4.56% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Eos Management, L.P.
|
Feb 07, 2025 Q4 2024 |
26,979
shares
|
$11 Million
4.87% of portfolio
|
Q4 2022
Added 24.79%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
26,925
shares
|
$11 Million
3.53% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
26,857
shares
|
$11 Million
2.2% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
26,855
shares
|
$11 Million
5.67% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
26,854
shares
|
$11 Million
3.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
26,822
shares
|
$10.9 Million
4.64% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
26,819
shares
|
$10.9 Million
3.86% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
26,814
shares
|
$10.9 Million
3.16% of portfolio
|
Q4 2024
Added 24.36%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
26,803
shares
|
$10.9 Million
8.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
26,780
shares
|
$10.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 54.3%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
26,767
shares
|
$10.9 Million
2.8% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
26,754
shares
|
$10.9 Million
2.98% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
26,735
shares
|
$10.9 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
26,730
shares
|
$10.9 Million
0.98% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
26,711
shares
|
$10.9 Million
3.63% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
26,655
shares
|
$10.9 Million
4.45% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
26,649
shares
|
$10.9 Million
7.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
26,626
shares
|
$10.9 Million
2.33% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
26,602
shares
|
$10.9 Million
2.33% of portfolio
|
Q4 2024
Added 39.37%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
26,571
shares
|
$10.8 Million
2.99% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,567
shares
|
$10.8 Million
1.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
26,559
shares
|
$10.8 Million
2.43% of portfolio
|
Q4 2024
Reduced 30.53%
|