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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
12,772
shares
|
$5.21 Million
2.59% of portfolio
|
Q4 2023
Added 24.81%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
12,767
shares
|
$5.21 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
12,762
shares
|
$5.21 Million
6.82% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,750
shares
|
$5.2 Million
2.01% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
12,748
shares
|
$5.2 Million
3.04% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
12,748
shares
|
$5.2 Million
3.42% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
12,745
shares
|
$5.2 Million
4.22% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
12,742
shares
|
$5.2 Million
0.44% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
12,730
shares
|
$5.2 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
12,726
shares
|
$5.19 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
12,725
shares
|
$5.19 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
12,710
shares
|
$5.19 Million
2.26% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
12,690
shares
|
$5.18 Million
4.62% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
12,688
shares
|
$5.18 Million
0.36% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,683
shares
|
$5.18 Million
1.94% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,682
shares
|
$5.18 Million
1.97% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
12,681
shares
|
$5.18 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
12,661
shares
|
$5.17 Million
3.79% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
12,653
shares
|
$5.17 Million
6.42% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
12,651
shares
|
$5.16 Million
5.94% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
12,645
shares
|
$5.16 Million
1.82% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,643
shares
|
$5.16 Million
2.97% of portfolio
|
Q3 2022
Reduced 35.91%
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
12,637
shares
|
$5.16 Million
1.55% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
12,637
shares
|
$5.16 Million
2.71% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
12,620
shares
|
$5.15 Million
1.71% of portfolio
|
Q4 2024
Added 1.97%
|