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 |
|---|---|---|---|---|---|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
69,635
shares
|
$27.7 Million
3.29% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
69,579
shares
|
$27.7 Million
8.24% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
69,233
shares
|
$27.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 52.32%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Feb 06, 2025 Q4 2024 |
69,160
shares
|
$27.5 Million
3.22% of portfolio
|
Q3 2024
Added 18.91%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
69,047
shares
|
$27.5 Million
7.52% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
68,978
shares
|
$27.4 Million
8.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
68,925
shares
|
$27.4 Million
6.83% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
68,906
shares
|
$27.4 Million
2.21% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
68,878
shares
|
$27.4 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
68,848
shares
|
$27.4 Million
10.24% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
68,839
shares
|
$27.4 Million
6.07% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
68,820
shares
|
$27.4 Million
3.09% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
68,730
shares
|
$27.3 Million
4.96% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
68,544
shares
|
$27.3 Million
6.16% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
68,384
shares
|
$27.2 Million
1.58% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
68,371
shares
|
$27.2 Million
4.55% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
68,202
shares
|
$27.1 Million
9.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Rit Capital Partners PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
68,000
shares
|
$27.1 Million
3.57% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
67,825
shares
|
$27 Million
2.19% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Manchester Global Management (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
67,808
shares
|
$27 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
67,767
shares
|
$27 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
67,747
shares
|
$27 Million
1.8% of portfolio
|
Q3 2023
Reduced 3.82%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
67,695
shares
|
$26.9 Million
2.97% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
67,605
shares
|
$26.9 Million
4.81% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
67,589
shares
|
$26.9 Million
4.15% of portfolio
|
Q4 2024
Reduced 2.93%
|