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 |
|---|---|---|---|---|---|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
91,681
shares
|
$36.5 Million
8.32% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Feb 14, 2025 Q4 2024 |
91,673
shares
|
$36.5 Million
4.72% of portfolio
|
Q4 2024
Added 52.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
91,657
shares
|
$36.5 Million
3.21% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
91,469
shares
|
$36.4 Million
4.32% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
91,299
shares
|
$36.3 Million
6.05% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
91,127
shares
|
$36.3 Million
3.05% of portfolio
|
Q4 2023
Reduced 53.94%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
91,105
shares
|
$36.3 Million
4.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
91,095
shares
|
$36.2 Million
4.52% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
90,762
shares
|
$36.1 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,727
shares
|
$36.1 Million
2.29% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Exor Capital LLP
London, X0 |
Feb 04, 2025 Q4 2024 |
90,526
shares
|
$36 Million
1.11% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
90,525
shares
|
$36 Million
6.88% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
90,318
shares
|
$35.9 Million
3.1% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
90,230
shares
|
$35.9 Million
1.81% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
90,170
shares
|
$35.9 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Feb 13, 2025 Q4 2024 |
89,985
shares
|
$35.8 Million
7.07% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
89,730
shares
|
$35.7 Million
4.54% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,650
shares
|
$35.7 Million
3.12% of portfolio
|
Q3 2020
Reduced 7.67%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
89,465
shares
|
$35.6 Million
5.47% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
89,430
shares
|
$35.6 Million
5.74% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
89,325
shares
|
$35.5 Million
3.29% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
89,237
shares
|
$35.5 Million
2.86% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
89,227
shares
|
$35.5 Million
5.71% of portfolio
|
Q3 2022
Reduced 9.16%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
88,971
shares
|
$35.4 Million
9.22% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,940
shares
|
$35.4 Million
2.36% of portfolio
|
Q4 2024
Added 1.99%
|