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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
26,550
shares
|
$10.8 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
26,362
shares
|
$10.8 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
26,284
shares
|
$10.7 Million
6.25% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
26,274
shares
|
$10.7 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
26,260
shares
|
$10.7 Million
4.23% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
26,211
shares
|
$10.7 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
26,195
shares
|
$10.7 Million
1.18% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,195
shares
|
$10.7 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
26,187
shares
|
$10.7 Million
7.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
26,167
shares
|
$10.7 Million
10.04% of portfolio
|
Q3 2023
Added 17.87%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
26,163
shares
|
$10.7 Million
3.59% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,138
shares
|
$10.7 Million
1.95% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
26,074
shares
|
$10.6 Million
3.48% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
26,042
shares
|
$10.6 Million
5.91% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
26,026
shares
|
$10.6 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
26,004
shares
|
$10.6 Million
8.18% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
26,000
shares
|
$10.6 Million
1.79% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
25,995
shares
|
$10.6 Million
4.95% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
25,980
shares
|
$10.6 Million
2.3% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
25,973
shares
|
$10.6 Million
1.13% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
25,948
shares
|
$10.6 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
25,890
shares
|
$10.6 Million
7.23% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Feb 11, 2025 Q4 2024 |
25,857
shares
|
$10.6 Million
2.7% of portfolio
|
Q4 2024
Reduced 42.55%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
25,845
shares
|
$10.6 Million
9.83% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
25,800
shares
|
$10.5 Million
4.82% of portfolio
|
Q4 2024
Added 66.45%
|