Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,410 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
221,654
shares
|
$88.6 Million
2.81% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
221,381
shares
|
$88.5 Million
1.7% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
220,836
shares
|
$88.3 Million
2.24% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
220,788
shares
|
$88.3 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
220,536
shares
|
$88.2 Million
5.15% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
219,094
shares
|
$87.6 Million
6.18% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
218,418
shares
|
$87.3 Million
6.72% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
217,338
shares
|
$86.9 Million
7.64% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
217,329
shares
|
$86.9 Million
3.72% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
216,935
shares
|
$86.7 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Oribel Capital Management, LP
New York, NY |
Feb 13, 2025 Q4 2024 |
216,600
shares
|
$86.6 Million
3.29% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
216,464
shares
|
$86.5 Million
6.33% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
216,415
shares
|
$86.5 Million
6.01% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
216,278
shares
|
$86.5 Million
3.25% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
215,855
shares
|
$86.3 Million
8.25% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
215,839
shares
|
$86.3 Million
4.9% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
215,300
shares
|
$86.1 Million
4.22% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
215,217
shares
|
$86 Million
2.84% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
214,540
shares
|
$85.8 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
213,991
shares
|
$85.5 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
213,863
shares
|
$85.5 Million
6.32% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
213,629
shares
|
$85.4 Million
4.56% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
212,884
shares
|
$85.1 Million
7.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
212,613
shares
|
$85 Million
1.9% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
212,144
shares
|
$84.8 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.6%
|