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 |
|---|---|---|---|---|---|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
24,749
shares
|
$10.1 Million
3.38% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
24,724
shares
|
$10.1 Million
6.67% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
24,713
shares
|
$10.1 Million
7.5% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
24,694
shares
|
$10.1 Million
2.69% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
24,686
shares
|
$10.1 Million
6.25% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
24,671
shares
|
$10.1 Million
1.91% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
24,656
shares
|
$10.1 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
24,641
shares
|
$10.1 Million
4.42% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
24,631
shares
|
$10.1 Million
1.99% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
24,608
shares
|
$10 Million
2.72% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
24,597
shares
|
$10 Million
8.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
24,595
shares
|
$10 Million
2.7% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
24,572
shares
|
$10 Million
1.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
24,549
shares
|
$10 Million
4.44% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
24,528
shares
|
$10 Million
1.31% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
24,473
shares
|
$9.99 Million
1.45% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
24,467
shares
|
$9.99 Million
2.12% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
24,462
shares
|
$9.99 Million
1.42% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
24,459
shares
|
$9.98 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
24,458
shares
|
$9.98 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
24,451
shares
|
$9.98 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
24,438
shares
|
$9.98 Million
3.88% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
24,435
shares
|
$9.97 Million
7.37% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
24,427
shares
|
$9.97 Million
4.07% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
24,396
shares
|
$9.96 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.48%
|