Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,382 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 $2.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
8,626
shares
|
$3.53 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
8,626
shares
|
$3.53 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
8,625
shares
|
$3.53 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
8,625
shares
|
$3.53 Million
0.36% of portfolio
|
Q4 2024
Reduced 48.76%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
8,624
shares
|
$3.53 Million
0.14% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
8,621
shares
|
$3.53 Million
3.25% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
8,613
shares
|
$3.53 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
8,611
shares
|
$3.53 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
8,603
shares
|
$3.52 Million
1.62% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
8,602
shares
|
$3.52 Million
0.78% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,600
shares
|
$3.52 Million
1.24% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
8,593
shares
|
$3.52 Million
2.55% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
8,569
shares
|
$3.51 Million
3.61% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,561
shares
|
$3.51 Million
0.48% of portfolio
|
Q4 2024
Reduced 76.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
8,552
shares
|
$3.5 Million
1.23% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Feb 14, 2025 Q4 2024 |
8,550
shares
|
$3.5 Million
2.19% of portfolio
|
Q4 2024
Added 111.53%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
8,540
shares
|
$3.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
8,540
shares
|
$3.5 Million
3.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
8,539
shares
|
$3.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,529
shares
|
$3.49 Million
0.65% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8,526
shares
|
$3.49 Million
1.08% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
8,518
shares
|
$3.49 Million
1.91% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
8,508
shares
|
$3.49 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
8,505
shares
|
$3.48 Million
1.51% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
8,502
shares
|
$3.48 Million
1.28% of portfolio
|
Q4 2024
Added 25.18%
|