Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
154,812
shares
|
$61.9 Million
6.48% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
154,124
shares
|
$61.6 Million
5.25% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Jan 17, 2025 Q4 2024 |
153,700
shares
|
$61.4 Million
7.8% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
153,678
shares
|
$61.4 Million
4.51% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
153,401
shares
|
$61.3 Million
7.07% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
152,060
shares
|
$60.8 Million
1.9% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
151,959
shares
|
$60.7 Million
2.77% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
151,446
shares
|
$60.5 Million
5.33% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
151,275
shares
|
$60.5 Million
3.65% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
151,271
shares
|
$60.5 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
151,183
shares
|
$60.4 Million
8.41% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
151,124
shares
|
$60.4 Million
5.15% of portfolio
|
Q3 2022
Reduced 15.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
150,417
shares
|
$60.1 Million
1.43% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
M & L Capital Management LTD
London, X0 |
Feb 10, 2025 Q4 2024 |
150,200
shares
|
$60 Million
15.42% of portfolio
|
Q4 2024
New holding
|
|
|
Academy Capital Management Inc
Waco, TX |
Feb 06, 2025 Q4 2024 |
150,017
shares
|
$60 Million
10.35% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
149,497
shares
|
$59.8 Million
2.62% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
149,388
shares
|
$59.7 Million
1.78% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
149,276
shares
|
$59.7 Million
2.05% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
148,689
shares
|
$59.4 Million
12.43% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
148,268
shares
|
$59.3 Million
1.84% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Nellore Capital Management LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
148,200
shares
|
$59.2 Million
8.31% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$59.1 Million
0.79% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$59.1 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
147,802
shares
|
$59.1 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
147,500
shares
|
$59 Million
0.86% of portfolio
|
Q4 2024
New holding
|