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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
60,117
shares
|
$24.3 Million
9.21% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
60,029
shares
|
$24.3 Million
3.42% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Feb 12, 2025 Q4 2024 |
60,000
shares
|
$24.2 Million
6.99% of portfolio
|
Q2 2017
New holding
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
60,000
shares
|
$24.2 Million
4.19% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Cable Car Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$24.2 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
59,980
shares
|
$24.2 Million
3.78% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
59,926
shares
|
$24.2 Million
2.25% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
59,925
shares
|
$24.2 Million
7.77% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
59,898
shares
|
$24.2 Million
3.85% of portfolio
|
Q4 2022
Added 0.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
59,865
shares
|
$24.2 Million
4.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
59,848
shares
|
$24.2 Million
0.92% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
59,732
shares
|
$24.1 Million
7.2% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
59,706
shares
|
$24.1 Million
1.86% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
59,624
shares
|
$24.1 Million
2.23% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
59,512
shares
|
$24 Million
6.57% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
59,442
shares
|
$24 Million
4.55% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
59,422
shares
|
$24 Million
1.45% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
59,388
shares
|
$24 Million
4.04% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
59,373
shares
|
$24 Million
3.48% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
59,367
shares
|
$24 Million
4.77% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
59,271
shares
|
$23.9 Million
1.62% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
59,138
shares
|
$23.9 Million
2.1% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
59,128
shares
|
$23.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 68.89%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
59,103
shares
|
$23.9 Million
4.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
59,098
shares
|
$23.9 Million
5.25% of portfolio
|
Q4 2024
Added 1.09%
|