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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
57,290
shares
|
$23.1 Million
2.97% of portfolio
|
Q4 2024
Added 26.37%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
57,273
shares
|
$23.1 Million
3.26% of portfolio
|
Q4 2024
Added 70.9%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
57,215
shares
|
$23.1 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
57,192
shares
|
$23.1 Million
4.86% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
57,131
shares
|
$23.1 Million
1.44% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
57,071
shares
|
$23.1 Million
0.7% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
57,008
shares
|
$23 Million
1.35% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
56,998
shares
|
$23 Million
4.59% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
56,912
shares
|
$23 Million
1.19% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
56,851
shares
|
$23 Million
3.04% of portfolio
|
Q4 2024
Added 287.03%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
56,827
shares
|
$23 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
56,700
shares
|
$22.9 Million
7.17% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
56,624
shares
|
$22.9 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
56,590
shares
|
$22.9 Million
2.66% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
56,547
shares
|
$22.8 Million
1.83% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
56,507
shares
|
$22.8 Million
7.76% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
56,450
shares
|
$22.8 Million
8.65% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
56,403
shares
|
$22.8 Million
3.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
56,394
shares
|
$22.8 Million
16.67% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
56,318
shares
|
$22.8 Million
5.73% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Hillman CO
|
Jan 21, 2025 Q4 2024 |
56,289
shares
|
$22.7 Million
11.72% of portfolio
|
Q2 2024
Reduced 29.2%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
56,271
shares
|
$22.7 Million
0.45% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
56,194
shares
|
$22.7 Million
2.27% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
56,170
shares
|
$22.7 Million
7.45% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
56,164
shares
|
$22.7 Million
0.44% of portfolio
|
Q4 2024
Added 24.52%
|