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 |
|---|---|---|---|---|---|
|
Polaris Capital Management, LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
94,826
shares
|
$37.7 Million
2.26% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
94,719
shares
|
$37.7 Million
4.06% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
94,410
shares
|
$37.6 Million
4.99% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Feb 13, 2025 Q4 2024 |
94,292
shares
|
$37.5 Million
3.63% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
93,654
shares
|
$37.3 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
93,627
shares
|
$37.3 Million
5.05% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
93,618
shares
|
$37.3 Million
2.71% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Groupe Des Assurances Du Credit Mutuel
Strasbourg, I0 |
Feb 14, 2025 Q4 2024 |
93,600
shares
|
$37.2 Million
10.4% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
93,500
shares
|
$37.2 Million
4.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
93,462
shares
|
$37.2 Million
3.86% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
93,388
shares
|
$37.2 Million
9.34% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
93,141
shares
|
$37.1 Million
1.96% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
92,841
shares
|
$36.9 Million
2.9% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
92,795
shares
|
$36.9 Million
2.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
92,633
shares
|
$36.9 Million
4.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
92,592
shares
|
$36.8 Million
3.69% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
92,534
shares
|
$36.8 Million
1.58% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
92,374
shares
|
$36.8 Million
4.57% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
92,314
shares
|
$36.7 Million
0.51% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
92,249
shares
|
$36.7 Million
5.31% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
92,221
shares
|
$36.7 Million
5.49% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
92,179
shares
|
$36.7 Million
1.69% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
92,161
shares
|
$36.7 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
91,951
shares
|
$36.6 Million
1.33% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
91,811
shares
|
$36.5 Million
1.88% of portfolio
|
Q4 2024
Reduced 72.45%
|