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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
72,550
shares
|
$28.9 Million
2.87% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Aragon Global Management, LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
72,547
shares
|
$28.9 Million
11.34% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
72,511
shares
|
$28.9 Million
1.77% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
72,459
shares
|
$28.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 88.68%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
72,400
shares
|
$28.8 Million
1.16% of portfolio
|
Q4 2024
Added 114.2%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
72,390
shares
|
$28.8 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
72,241
shares
|
$28.7 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
72,206
shares
|
$28.7 Million
2.29% of portfolio
|
Q4 2024
Reduced 40.32%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
72,185
shares
|
$28.7 Million
7.51% of portfolio
|
Q4 2024
Added 47.82%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
72,050
shares
|
$28.7 Million
1.58% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
71,945
shares
|
$28.6 Million
7.63% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
71,941
shares
|
$28.6 Million
3.29% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
71,927
shares
|
$28.6 Million
2.38% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
71,899
shares
|
$28.6 Million
5.22% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
71,733
shares
|
$28.5 Million
5.99% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
71,662
shares
|
$28.5 Million
2.9% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
71,445
shares
|
$28.4 Million
0.83% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
71,311
shares
|
$28.4 Million
2.14% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
71,296
shares
|
$28.4 Million
2.44% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
71,218
shares
|
$28.3 Million
7.83% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
71,195
shares
|
$28.3 Million
5.9% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
71,167
shares
|
$28.3 Million
1.88% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
71,147
shares
|
$28.3 Million
15.07% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
71,146
shares
|
$28.3 Million
1.85% of portfolio
|
Q4 2024
Added 58.02%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
71,102
shares
|
$28.3 Million
1.93% of portfolio
|
Q4 2024
Added 69.68%
|