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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
147,453
shares
|
$58.7 Million
4.38% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
147,421
shares
|
$58.7 Million
3.88% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
147,224
shares
|
$58.6 Million
3.29% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
147,132
shares
|
$58.5 Million
4.33% of portfolio
|
Q4 2024
Added 26.15%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
146,778
shares
|
$58.4 Million
3.61% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
146,705
shares
|
$58.4 Million
6.0% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
146,598
shares
|
$58.3 Million
4.53% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
146,021
shares
|
$58.1 Million
11.54% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
145,921
shares
|
$58.1 Million
1.41% of portfolio
|
Q4 2024
Added 191.84%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
145,914
shares
|
$58.1 Million
4.87% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
145,213
shares
|
$57.8 Million
7.81% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Hs Management Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
145,038
shares
|
$57.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
144,747
shares
|
$57.6 Million
2.94% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
143,613
shares
|
$57.1 Million
4.11% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
143,442
shares
|
$57.1 Million
4.32% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
142,802
shares
|
$56.8 Million
5.39% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
142,686
shares
|
$56.8 Million
3.54% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
142,637
shares
|
$56.8 Million
2.57% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
142,234
shares
|
$56.6 Million
6.19% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
141,959
shares
|
$56.5 Million
2.61% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
141,785
shares
|
$56.4 Million
31.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
141,720
shares
|
$56.4 Million
5.65% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
141,384
shares
|
$56.3 Million
3.12% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
141,099
shares
|
$56.1 Million
6.6% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
140,964
shares
|
$56.1 Million
1.99% of portfolio
|
Q4 2023
New holding
|