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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
61,496
shares
|
$24.8 Million
3.4% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
61,373
shares
|
$24.8 Million
1.28% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
61,211
shares
|
$24.7 Million
6.96% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
61,126
shares
|
$24.7 Million
4.87% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
61,102
shares
|
$24.7 Million
5.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
61,055
shares
|
$24.7 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
61,009
shares
|
$24.6 Million
3.07% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
61,000
shares
|
$24.6 Million
2.61% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
60,973
shares
|
$24.6 Million
8.44% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
60,929
shares
|
$24.6 Million
2.38% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
60,897
shares
|
$24.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
Feb 14, 2025 Q4 2024 |
60,848
shares
|
$24.6 Million
3.66% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
60,772
shares
|
$24.6 Million
4.11% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
60,710
shares
|
$24.5 Million
3.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Hound Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,694
shares
|
$24.5 Million
10.1% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
60,677
shares
|
$24.5 Million
5.05% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jan 22, 2025 Q4 2024 |
60,669
shares
|
$24.5 Million
11.01% of portfolio
|
Q4 2024
Added 61.06%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
60,603
shares
|
$24.5 Million
0.46% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
60,551
shares
|
$24.5 Million
1.54% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
60,542
shares
|
$24.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
60,532
shares
|
$24.5 Million
6.86% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
60,509
shares
|
$24.4 Million
2.86% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
60,433
shares
|
$24.4 Million
7.31% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
60,298
shares
|
$24.4 Million
6.09% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
60,186
shares
|
$24.3 Million
9.07% of portfolio
|
Q4 2024
Reduced 0.48%
|