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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
17,261
shares
|
$7.05 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
17,236
shares
|
$7.04 Million
8.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
17,222
shares
|
$7.03 Million
2.71% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
17,212
shares
|
$7.03 Million
5.99% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
17,200
shares
|
$7.02 Million
3.47% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
17,190
shares
|
$7.02 Million
3.4% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Feb 13, 2025 Q4 2024 |
17,181
shares
|
$7.01 Million
7.37% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
17,171
shares
|
$7.01 Million
2.79% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,170
shares
|
$7.01 Million
2.93% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
17,166
shares
|
$7.01 Million
6.62% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
17,166
shares
|
$7.01 Million
1.25% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
17,148
shares
|
$7 Million
3.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,128
shares
|
$6.99 Million
1.56% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
17,121
shares
|
$6.99 Million
2.71% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
17,116
shares
|
$6.99 Million
6.12% of portfolio
|
Q4 2024
Reduced 41.58%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,106
shares
|
$6.98 Million
1.32% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
17,097
shares
|
$6.98 Million
5.65% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,094
shares
|
$6.98 Million
5.23% of portfolio
|
Q4 2024
Added 43.36%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
17,091
shares
|
$6.98 Million
4.91% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
17,090
shares
|
$6.98 Million
2.06% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Drystone LLC
|
Jan 23, 2025 Q4 2024 |
17,079
shares
|
$6.97 Million
9.44% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
17,060
shares
|
$6.96 Million
2.18% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
17,059
shares
|
$6.96 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
17,049
shares
|
$6.96 Million
3.75% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
17,048
shares
|
$6.96 Million
4.02% of portfolio
|
Q4 2024
Reduced 20.15%
|