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 |
|---|---|---|---|---|---|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
21,559
shares
|
$8.8 Million
2.02% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
21,521
shares
|
$8.79 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Harber Asset Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,500
shares
|
$8.78 Million
2.75% of portfolio
|
Q4 2024
New holding
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
21,487
shares
|
$8.77 Million
3.54% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
21,406
shares
|
$8.74 Million
2.23% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
21,378
shares
|
$8.73 Million
3.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
21,354
shares
|
$8.72 Million
3.34% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
21,316
shares
|
$8.7 Million
2.52% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
21,300
shares
|
$8.69 Million
3.67% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
21,287
shares
|
$8.69 Million
7.78% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
21,270
shares
|
$8.68 Million
5.16% of portfolio
|
Q4 2024
New holding
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
21,256
shares
|
$8.68 Million
4.95% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
21,248
shares
|
$8.67 Million
0.18% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
21,182
shares
|
$8.65 Million
2.51% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
21,178
shares
|
$8.65 Million
1.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
21,175
shares
|
$8.64 Million
6.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
21,171
shares
|
$8.64 Million
3.56% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
21,150
shares
|
$8.63 Million
3.14% of portfolio
|
Q1 2024
Added 136.97%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
21,150
shares
|
$8.63 Million
4.36% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
21,136
shares
|
$8.63 Million
1.94% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
21,125
shares
|
$8.62 Million
0.6% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
21,089
shares
|
$8.61 Million
3.82% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
21,085
shares
|
$8.61 Million
1.48% of portfolio
|
Q1 2024
Added 98.95%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
21,079
shares
|
$8.6 Million
1.48% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
21,077
shares
|
$8.6 Million
0.83% of portfolio
|
Q4 2024
Added 8.61%
|