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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
124,358
shares
|
$49.5 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
124,243
shares
|
$49.4 Million
2.83% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
124,220
shares
|
$49.4 Million
4.16% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
123,853
shares
|
$49.3 Million
5.39% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
123,812
shares
|
$49.3 Million
9.23% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
123,508
shares
|
$49.1 Million
4.1% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
123,014
shares
|
$48.9 Million
5.08% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
122,975
shares
|
$48.9 Million
3.36% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Delta Global Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
122,871
shares
|
$48.9 Million
4.29% of portfolio
|
Q4 2024
Reduced 40.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
122,823
shares
|
$48.9 Million
1.71% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
122,752
shares
|
$48.8 Million
4.4% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
121,684
shares
|
$48.4 Million
6.34% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
121,587
shares
|
$48.4 Million
4.76% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Strategy Capital LLC
Los Altos, CA |
Feb 13, 2025 Q4 2024 |
121,444
shares
|
$48.3 Million
4.16% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
121,281
shares
|
$48.3 Million
4.52% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
121,063
shares
|
$48.2 Million
4.8% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
120,895
shares
|
$48.1 Million
1.71% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
120,400
shares
|
$47.9 Million
4.91% of portfolio
|
Q4 2023
Reduced 19.46%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
120,380
shares
|
$47.9 Million
3.73% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
United American Securities Inc. (D
New York, NY |
Feb 14, 2025 Q4 2024 |
120,114
shares
|
$47.8 Million
12.2% of portfolio
|
Q4 2024
Reduced 37.98%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
119,931
shares
|
$47.7 Million
6.55% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Greenbrier Partners Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
119,843
shares
|
$47.7 Million
3.66% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
119,809
shares
|
$47.7 Million
9.64% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
119,658
shares
|
$47.6 Million
28.39% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
119,614
shares
|
$47.6 Million
3.73% of portfolio
|
Q4 2024
Added 0.2%
|