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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
105,855
shares
|
$42.1 Million
3.28% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
105,842
shares
|
$42.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
105,750
shares
|
$42.1 Million
5.37% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
105,645
shares
|
$42 Million
4.78% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
105,589
shares
|
$42 Million
9.77% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
105,544
shares
|
$42 Million
0.69% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
105,099
shares
|
$41.8 Million
1.57% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
105,020
shares
|
$41.8 Million
12.47% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
104,745
shares
|
$41.7 Million
4.11% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
104,518
shares
|
$41.6 Million
4.68% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
104,447
shares
|
$41.6 Million
8.36% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
104,187
shares
|
$41.5 Million
1.12% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
103,673
shares
|
$41.3 Million
6.39% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Glenview Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
103,649
shares
|
$41.2 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
103,568
shares
|
$41.2 Million
3.26% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
103,452
shares
|
$41.2 Million
4.19% of portfolio
|
Q4 2024
Added 603.8%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
103,293
shares
|
$41.1 Million
3.91% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
103,222
shares
|
$41.1 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
103,217
shares
|
$41.1 Million
4.06% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
103,118
shares
|
$41 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
103,057
shares
|
$41 Million
4.2% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
102,965
shares
|
$41 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
102,585
shares
|
$40.8 Million
10.25% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
102,313
shares
|
$40.7 Million
6.72% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Feb 14, 2025 Q4 2024 |
102,000
shares
|
$40.6 Million
5.18% of portfolio
|
Q1 2023
Reduced 4.67%
|