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 |
|---|---|---|---|---|---|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$10.5 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
25,689
shares
|
$10.5 Million
4.46% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
25,622
shares
|
$10.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
25,612
shares
|
$10.5 Million
5.05% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
25,605
shares
|
$10.5 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
25,544
shares
|
$10.4 Million
7.52% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
25,425
shares
|
$10.4 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
25,390
shares
|
$10.4 Million
3.05% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,360
shares
|
$10.4 Million
1.79% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Settian Capital LP
|
Feb 11, 2025 Q4 2024 |
25,350
shares
|
$10.3 Million
7.95% of portfolio
|
Q2 2023
Added 18.74%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,331
shares
|
$10.3 Million
4.16% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
25,330
shares
|
$10.3 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
25,325
shares
|
$10.3 Million
1.05% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
25,309
shares
|
$10.3 Million
4.87% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
25,286
shares
|
$10.3 Million
0.72% of portfolio
|
Q4 2022
Added 4.98%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
25,266
shares
|
$10.3 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
25,266
shares
|
$10.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
25,253
shares
|
$10.3 Million
1.61% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
25,248
shares
|
$10.3 Million
4.28% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
25,248
shares
|
$10.3 Million
3.59% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Herald Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
25,245
shares
|
$10.3 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
25,232
shares
|
$10.3 Million
0.9% of portfolio
|
Q4 2024
Added 59.95%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,232
shares
|
$10.3 Million
2.74% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Tikehau Investment Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
25,231
shares
|
$10.3 Million
13.33% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,204
shares
|
$10.3 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.9%
|