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 |
|---|---|---|---|---|---|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
15,131
shares
|
$6.18 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
15,131
shares
|
$6.18 Million
3.53% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
15,117
shares
|
$6.17 Million
5.21% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
15,116
shares
|
$6.17 Million
8.2% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
15,105
shares
|
$6.17 Million
1.78% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
15,087
shares
|
$6.16 Million
1.22% of portfolio
|
Q1 2023
Reduced 7.93%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
15,083
shares
|
$6.16 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,078
shares
|
$6.15 Million
1.66% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
15,072
shares
|
$6.15 Million
1.22% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
15,039
shares
|
$6.14 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
15,015
shares
|
$6.13 Million
3.87% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
15,011
shares
|
$6.13 Million
8.38% of portfolio
|
Q3 2023
Reduced 33.93%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
15,007
shares
|
$6.13 Million
1.78% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
15,003
shares
|
$6.12 Million
0.77% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,000
shares
|
$6.12 Million
3.71% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Kp Management LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$6.12 Million
1.98% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Rubicon Global Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$6.12 Million
3.95% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
14,994
shares
|
$6.12 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
14,980
shares
|
$6.11 Million
2.89% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
14,975
shares
|
$6.11 Million
2.15% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
14,971
shares
|
$6.11 Million
1.86% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
14,965
shares
|
$6.11 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,960
shares
|
$6.11 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
14,948
shares
|
$6.1 Million
4.13% of portfolio
|
Q4 2024
Reduced 92.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
14,935
shares
|
$6.1 Million
0.94% of portfolio
|
Q4 2024
Added 1.09%
|