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 |
---|---|---|---|---|---|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,396
shares
|
$9.55 Million
3.03% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
23,380
shares
|
$9.54 Million
3.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
First Washington Corp
Seattle, WA |
Feb 13, 2025 Q4 2024 |
23,364
shares
|
$9.54 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
23,335
shares
|
$9.53 Million
4.44% of portfolio
|
Q4 2024
Added 117.13%
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
23,322
shares
|
$9.52 Million
5.01% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
23,302
shares
|
$9.51 Million
3.3% of portfolio
|
Q4 2024
Added 0.42%
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
23,296
shares
|
$9.51 Million
4.11% of portfolio
|
Q4 2024
Added 10.68%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
23,261
shares
|
$9.5 Million
2.75% of portfolio
|
Q4 2024
New holding
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
23,246
shares
|
$9.49 Million
5.37% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
23,241
shares
|
$9.49 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
23,189
shares
|
$9.47 Million
1.27% of portfolio
|
Q4 2024
Added 13.51%
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
23,186
shares
|
$9.46 Million
1.27% of portfolio
|
Q4 2024
Added 2.17%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
23,180
shares
|
$9.46 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
23,178
shares
|
$9.46 Million
1.94% of portfolio
|
Q4 2024
Added 9.05%
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Feb 12, 2025 Q4 2024 |
23,175
shares
|
$9.46 Million
9.28% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
23,171
shares
|
$9.46 Million
1.18% of portfolio
|
Q4 2024
Added 7.12%
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
23,149
shares
|
$9.45 Million
3.9% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
23,129
shares
|
$9.44 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
23,128
shares
|
$9.44 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
23,097
shares
|
$9.43 Million
3.93% of portfolio
|
Q4 2024
Added 0.42%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
23,088
shares
|
$9.42 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
23,061
shares
|
$9.41 Million
4.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
23,012
shares
|
$9.39 Million
6.5% of portfolio
|
Q4 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
23,008
shares
|
$9.39 Million
3.21% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
23,004
shares
|
$9.39 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.22%
|