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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
71,086
shares
|
$28.3 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
71,082
shares
|
$28.3 Million
13.22% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Edentree Asset Management LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
71,014
shares
|
$28.3 Million
8.68% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
71,000
shares
|
$28.3 Million
6.48% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
70,897
shares
|
$28.2 Million
3.53% of portfolio
|
Q4 2024
Added 3434.25%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
70,893
shares
|
$28.2 Million
1.04% of portfolio
|
Q3 2022
Added 3.19%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
70,834
shares
|
$28.2 Million
3.06% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
70,832
shares
|
$28.2 Million
1.89% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
70,749
shares
|
$28.2 Million
2.82% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
70,734
shares
|
$28.1 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
70,626
shares
|
$28.1 Million
6.21% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
70,583
shares
|
$28.1 Million
2.67% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
70,474
shares
|
$28 Million
9.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
70,464
shares
|
$28 Million
1.02% of portfolio
|
Q4 2024
Added 168.2%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
70,456
shares
|
$28 Million
6.61% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
70,420
shares
|
$28 Million
2.35% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
70,409
shares
|
$28 Million
2.89% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
70,383
shares
|
$28 Million
6.54% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
70,329
shares
|
$28 Million
6.15% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Horiko Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
70,037
shares
|
$27.9 Million
8.55% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
69,949
shares
|
$27.8 Million
5.51% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
69,938
shares
|
$27.8 Million
1.93% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Tenere Capital LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
69,933
shares
|
$27.8 Million
8.36% of portfolio
|
Q4 2024
Added 27.54%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
69,878
shares
|
$27.8 Million
4.71% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
69,757
shares
|
$27.8 Million
2.65% of portfolio
|
Q4 2024
Reduced 5.72%
|