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 |
|---|---|---|---|---|---|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
18,996
shares
|
$7.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
18,981
shares
|
$7.75 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
18,964
shares
|
$7.74 Million
5.53% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
18,930
shares
|
$7.73 Million
3.13% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,926
shares
|
$7.73 Million
0.53% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
18,922
shares
|
$7.72 Million
1.38% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
18,914
shares
|
$7.72 Million
4.16% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
18,871
shares
|
$7.7 Million
4.06% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
18,863
shares
|
$7.7 Million
4.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
18,861
shares
|
$7.7 Million
3.15% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
18,834
shares
|
$7.69 Million
1.64% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,833
shares
|
$7.69 Million
3.24% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
18,828
shares
|
$7.69 Million
2.21% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
18,820
shares
|
$7.68 Million
1.47% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
18,813
shares
|
$7.68 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,807
shares
|
$7.68 Million
1.26% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
18,804
shares
|
$7.68 Million
2.09% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,799
shares
|
$7.67 Million
4.82% of portfolio
|
Q3 2023
Reduced 73.93%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
18,795
shares
|
$7.67 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
18,790
shares
|
$7.67 Million
3.38% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
18,765
shares
|
$7.66 Million
2.66% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
18,763
shares
|
$7.66 Million
1.75% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
18,705
shares
|
$7.64 Million
6.95% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
18,700
shares
|
$7.63 Million
3.21% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
18,698
shares
|
$7.63 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.68%
|