Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,406 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
65,173
shares
|
$26.3 Million
2.57% of portfolio
|
Q4 2024
Added 75.96%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
65,057
shares
|
$26.3 Million
3.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Honeycomb Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
65,000
shares
|
$26.3 Million
10.47% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
64,960
shares
|
$26.2 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
64,951
shares
|
$26.2 Million
5.29% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
64,856
shares
|
$26.2 Million
4.04% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
64,730
shares
|
$26.2 Million
4.72% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
64,729
shares
|
$26.2 Million
4.86% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
64,644
shares
|
$26.1 Million
6.75% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
64,567
shares
|
$26.1 Million
0.74% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
64,309
shares
|
$26 Million
6.9% of portfolio
|
Q2 2022
Reduced 3.74%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
64,265
shares
|
$26 Million
2.87% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
64,088
shares
|
$25.9 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
64,050
shares
|
$25.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
63,943
shares
|
$25.8 Million
3.31% of portfolio
|
Q2 2023
Added 64.89%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
63,777
shares
|
$25.8 Million
1.17% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Ams Capital Ltda
|
Jan 30, 2025 Q4 2024 |
63,739
shares
|
$25.8 Million
13.51% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
63,704
shares
|
$25.7 Million
4.05% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Mark Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
63,534
shares
|
$25.7 Million
3.23% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
63,498
shares
|
$25.7 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,439
shares
|
$25.6 Million
0.63% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Feb 13, 2025 Q4 2024 |
63,438
shares
|
$25.6 Million
5.79% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Nwi Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
63,400
shares
|
$25.6 Million
1.18% of portfolio
|
Q4 2024
Reduced 70.29%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
63,147
shares
|
$25.5 Million
3.15% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
63,139
shares
|
$25.5 Million
6.6% of portfolio
|
Q4 2024
Reduced 1.3%
|