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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
59,084
shares
|
$23.9 Million
4.2% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
59,032
shares
|
$23.8 Million
3.51% of portfolio
|
Q2 2024
Added 190.14%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
59,028
shares
|
$23.8 Million
3.61% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Lts One Management LP
|
Feb 13, 2025 Q4 2024 |
59,000
shares
|
$23.8 Million
6.93% of portfolio
|
Q4 2024
Added 31.11%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
58,962
shares
|
$23.8 Million
2.54% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
58,847
shares
|
$23.8 Million
1.25% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
58,664
shares
|
$23.7 Million
3.71% of portfolio
|
Q4 2024
Reduced 30.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
58,639
shares
|
$23.7 Million
1.5% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
58,599
shares
|
$23.7 Million
5.2% of portfolio
|
Q4 2024
Added 35.04%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
58,228
shares
|
$23.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
58,206
shares
|
$23.5 Million
4.87% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
58,080
shares
|
$23.5 Million
5.8% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
57,944
shares
|
$23.4 Million
3.14% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
57,881
shares
|
$23.4 Million
4.8% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
57,791
shares
|
$23.3 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
57,727
shares
|
$23.3 Million
3.97% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
57,631
shares
|
$23.3 Million
3.18% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
57,587
shares
|
$23.3 Million
2.51% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
57,585
shares
|
$23.3 Million
6.24% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
57,552
shares
|
$23.3 Million
5.28% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
57,542
shares
|
$23.2 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,517
shares
|
$23.2 Million
1.99% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
57,456
shares
|
$23.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
57,380
shares
|
$23.2 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
57,365
shares
|
$23.2 Million
5.73% of portfolio
|
Q4 2024
Reduced 5.32%
|