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 |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
17,603
shares
|
$7.19 Million
1.69% of portfolio
|
Q4 2024
Reduced 24.22%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
17,599
shares
|
$7.18 Million
2.71% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
17,588
shares
|
$7.18 Million
4.41% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
17,574
shares
|
$7.17 Million
3.97% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,567
shares
|
$7.17 Million
1.32% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,565
shares
|
$7.17 Million
1.96% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
17,562
shares
|
$7.17 Million
3.83% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
17,538
shares
|
$7.16 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
17,527
shares
|
$7.15 Million
2.44% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
17,520
shares
|
$7.15 Million
1.81% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Thematics Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
17,517
shares
|
$7.15 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,477
shares
|
$7.13 Million
3.55% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
17,437
shares
|
$7.12 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
17,426
shares
|
$7.11 Million
0.44% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
17,403
shares
|
$7.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
17,385
shares
|
$7.1 Million
2.89% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
17,364
shares
|
$7.09 Million
3.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,333
shares
|
$7.08 Million
2.12% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
17,325
shares
|
$7.07 Million
4.39% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,316
shares
|
$7.07 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
17,305
shares
|
$7.06 Million
3.21% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
17,305
shares
|
$7.06 Million
4.39% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
17,297
shares
|
$7.06 Million
3.26% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
17,270
shares
|
$7.05 Million
1.26% of portfolio
|
Q1 2023
Added 7.14%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
17,263
shares
|
$7.05 Million
1.94% of portfolio
|
Q4 2024
Added 0.58%
|