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 |
|---|---|---|---|---|---|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
16,283
shares
|
$6.65 Million
4.55% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
Feb 14, 2025 Q4 2024 |
16,280
shares
|
$6.65 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
16,278
shares
|
$6.64 Million
1.76% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,275
shares
|
$6.64 Million
1.44% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
16,273
shares
|
$6.64 Million
2.41% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
16,258
shares
|
$6.64 Million
4.37% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
16,257
shares
|
$6.64 Million
0.71% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
16,254
shares
|
$6.64 Million
2.09% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
16,248
shares
|
$6.63 Million
3.42% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
16,240
shares
|
$6.63 Million
2.26% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
16,234
shares
|
$6.63 Million
0.81% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
16,233
shares
|
$6.63 Million
3.24% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
16,232
shares
|
$6.63 Million
4.46% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
16,218
shares
|
$6.62 Million
3.67% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
16,210
shares
|
$6.62 Million
5.41% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Aperture Investors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,190
shares
|
$6.61 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
16,187
shares
|
$6.61 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
16,179
shares
|
$6.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
16,179
shares
|
$6.6 Million
2.61% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
16,171
shares
|
$6.6 Million
0.7% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
16,146
shares
|
$6.59 Million
2.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
16,139
shares
|
$6.59 Million
1.83% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
16,133
shares
|
$6.59 Million
0.46% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
16,124
shares
|
$6.58 Million
5.49% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
16,111
shares
|
$6.58 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.68%
|