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 |
|---|---|---|---|---|---|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
88,813
shares
|
$35.3 Million
5.02% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
88,765
shares
|
$35.3 Million
2.18% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
88,573
shares
|
$35.2 Million
5.15% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Allen Operations LLC
|
Feb 10, 2025 Q4 2024 |
88,383
shares
|
$35.2 Million
5.96% of portfolio
|
Q1 2021
Added 268.52%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
88,302
shares
|
$35.1 Million
13.72% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
88,289
shares
|
$35.1 Million
5.49% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
88,248
shares
|
$35.1 Million
4.22% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
88,231
shares
|
$35.1 Million
5.15% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
88,165
shares
|
$35.1 Million
8.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
88,123
shares
|
$35.1 Million
2.18% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
88,106
shares
|
$35.1 Million
3.25% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
88,089
shares
|
$35.1 Million
1.97% of portfolio
|
Q4 2024
Added 363.87%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
88,077
shares
|
$35 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
88,000
shares
|
$35 Million
5.12% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
87,911
shares
|
$35 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
87,786
shares
|
$34.9 Million
1.46% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
87,739
shares
|
$34.9 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
87,672
shares
|
$34.9 Million
4.18% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
87,586
shares
|
$34.9 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
87,567
shares
|
$34.8 Million
6.99% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
87,558
shares
|
$34.8 Million
2.29% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
87,555
shares
|
$34.8 Million
0.5% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
87,465
shares
|
$34.8 Million
4.39% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
87,269
shares
|
$34.7 Million
6.13% of portfolio
|
Q3 2023
Reduced 3.75%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
87,185
shares
|
$34.7 Million
6.12% of portfolio
|
Q2 2023
Reduced 14.82%
|