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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
119,604
shares
|
$47.6 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,047
shares
|
$47.4 Million
0.77% of portfolio
|
Q3 2022
Added 157.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
118,746
shares
|
$47.2 Million
1.81% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
118,739
shares
|
$47.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
118,397
shares
|
$47.1 Million
2.08% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
118,259
shares
|
$47.1 Million
9.37% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Feb 13, 2025 Q4 2024 |
118,155
shares
|
$47 Million
8.95% of portfolio
|
Q4 2024
Added 73.36%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
117,977
shares
|
$46.9 Million
5.58% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
117,900
shares
|
$46.9 Million
6.21% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
117,614
shares
|
$46.8 Million
7.74% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
117,599
shares
|
$46.8 Million
2.85% of portfolio
|
Q3 2023
Added 22.07%
|
|
|
Avala Global LP
New York, NY |
Feb 14, 2025 Q4 2024 |
117,397
shares
|
$46.7 Million
3.08% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
117,366
shares
|
$46.7 Million
4.08% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
117,248
shares
|
$46.7 Million
3.15% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,164
shares
|
$46.6 Million
5.98% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
116,422
shares
|
$46.3 Million
2.88% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
116,404
shares
|
$46.3 Million
2.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
116,339
shares
|
$46.3 Million
13.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
115,907
shares
|
$46.1 Million
2.16% of portfolio
|
Q2 2024
Added 22.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
115,636
shares
|
$46 Million
1.62% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
115,631
shares
|
$46 Million
1.96% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
115,610
shares
|
$46 Million
4.15% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
115,372
shares
|
$45.9 Million
6.17% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
115,278
shares
|
$45.9 Million
5.88% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
114,717
shares
|
$45.6 Million
12.56% of portfolio
|
Q4 2024
Reduced 0.16%
|