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 |
|---|---|---|---|---|---|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
114,584
shares
|
$45.6 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
114,241
shares
|
$45.5 Million
1.37% of portfolio
|
Q2 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
114,183
shares
|
$45.4 Million
4.69% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
114,178
shares
|
$45.4 Million
4.87% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
113,838
shares
|
$45.3 Million
9.8% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Chescapmanager LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
113,392
shares
|
$45.1 Million
5.4% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
113,167
shares
|
$45 Million
0.45% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
113,032
shares
|
$45 Million
3.8% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
112,951
shares
|
$44.9 Million
0.87% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
112,874
shares
|
$44.9 Million
3.14% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
112,464
shares
|
$44.7 Million
6.91% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
112,277
shares
|
$44.7 Million
4.6% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
112,171
shares
|
$44.6 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
111,856
shares
|
$44.5 Million
9.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
111,578
shares
|
$44.4 Million
3.4% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Wilsey Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
111,429
shares
|
$44.3 Million
8.84% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
111,317
shares
|
$44.3 Million
5.04% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
111,168
shares
|
$44.2 Million
3.65% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
110,959
shares
|
$44.2 Million
2.37% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
110,380
shares
|
$43.9 Million
9.33% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
110,288
shares
|
$43.9 Million
3.12% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
109,751
shares
|
$43.7 Million
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
109,715
shares
|
$43.7 Million
5.08% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
109,345
shares
|
$43.5 Million
7.29% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
109,170
shares
|
$43.4 Million
3.21% of portfolio
|
Q4 2024
Added 9.33%
|