Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,159
shares
|
$3.33 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,158
shares
|
$3.33 Million
4.12% of portfolio
|
Q3 2023
Added 17.31%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
8,151
shares
|
$3.33 Million
2.27% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
8,137
shares
|
$3.32 Million
0.99% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
8,135
shares
|
$3.32 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
8,132
shares
|
$3.32 Million
4.22% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,125
shares
|
$3.32 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
8,121
shares
|
$3.32 Million
2.09% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
8,109
shares
|
$3.31 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
8,109
shares
|
$3.31 Million
2.67% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,106
shares
|
$3.31 Million
2.28% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
8,101
shares
|
$3.31 Million
2.86% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,083
shares
|
$3.3 Million
3.41% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,049
shares
|
$3.29 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
8,034
shares
|
$3.28 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
8,028
shares
|
$3.28 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
8,017
shares
|
$3.27 Million
4.0% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Spinecap Sas
Paris, I0 |
Feb 13, 2024 Q4 2023 |
8,017
shares
|
$3.27 Million
5.69% of portfolio
|
Q4 2023
New holding
|
|
|
Windmill Hill Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
8,015
shares
|
$3.27 Million
3.73% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
8,014
shares
|
$3.27 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
8,010
shares
|
$3.27 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
8,008
shares
|
$3.27 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
8,007
shares
|
$3.27 Million
0.9% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
8,005
shares
|
$3.27 Million
1.0% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Gruss & Co., LLC
|
Feb 06, 2025 Q4 2024 |
8,000
shares
|
$3.27 Million
14.4% of portfolio
|
Q4 2024
Added 166.67%
|