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 |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
109,101
shares
|
$43.4 Million
5.47% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
108,960
shares
|
$43.4 Million
1.55% of portfolio
|
Q4 2024
Added 60.63%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
108,907
shares
|
$43.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
108,725
shares
|
$43.3 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
108,627
shares
|
$43.2 Million
4.76% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
108,365
shares
|
$43.1 Million
0.11% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
108,273
shares
|
$43.1 Million
3.21% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
108,269
shares
|
$43.1 Million
6.02% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Kadensa Capital LTD
Central, K3 |
Feb 14, 2025 Q4 2024 |
108,268
shares
|
$43.1 Million
6.25% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
108,264
shares
|
$43.1 Million
0.5% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
C Partners Holding Gmb H
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
107,892
shares
|
$42.9 Million
12.03% of portfolio
|
Q4 2024
Added 207.18%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
107,763
shares
|
$42.9 Million
0.08% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
107,674
shares
|
$42.8 Million
1.26% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Anatole Investment Management LTD
Central, K3 |
Feb 14, 2025 Q4 2024 |
107,649
shares
|
$42.8 Million
20.91% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
107,616
shares
|
$42.8 Million
1.94% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Atika Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
107,500
shares
|
$42.8 Million
6.69% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
107,383
shares
|
$42.7 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
107,174
shares
|
$42.6 Million
5.82% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
107,122
shares
|
$42.6 Million
22.9% of portfolio
|
Q4 2024
New holding
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
106,779
shares
|
$42.5 Million
3.27% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
106,516
shares
|
$42.4 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
106,505
shares
|
$42.4 Million
3.67% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
106,005
shares
|
$42.2 Million
0.68% of portfolio
|
Q4 2024
Added 1295.17%
|
|
|
Ten Core Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
105,941
shares
|
$42.2 Million
22.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
105,914
shares
|
$42.1 Million
17.81% of portfolio
|
Q4 2024
Added 0.28%
|