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 |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
56,107
shares
|
$22.7 Million
1.67% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
56,094
shares
|
$22.7 Million
2.57% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
56,010
shares
|
$22.6 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
55,982
shares
|
$22.6 Million
11.23% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,960
shares
|
$22.6 Million
5.81% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
55,916
shares
|
$22.6 Million
6.06% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
55,881
shares
|
$22.6 Million
6.76% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
55,810
shares
|
$22.5 Million
3.57% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
55,805
shares
|
$22.5 Million
5.68% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
55,772
shares
|
$22.5 Million
3.18% of portfolio
|
Q1 2024
Added 304.2%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
55,771
shares
|
$22.5 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
55,479
shares
|
$22.4 Million
5.03% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
55,411
shares
|
$22.4 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
55,355
shares
|
$22.4 Million
4.2% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
55,326
shares
|
$22.4 Million
3.12% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
55,317
shares
|
$22.3 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
55,249
shares
|
$22.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
55,237
shares
|
$22.3 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Claar Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,182
shares
|
$22.3 Million
7.56% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
55,169
shares
|
$22.3 Million
7.41% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,034
shares
|
$22.2 Million
2.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
55,030
shares
|
$22.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
55,011
shares
|
$22.2 Million
5.49% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
55,000
shares
|
$22.2 Million
8.63% of portfolio
|
Q1 2023
Reduced 62.07%
|
|
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$22.2 Million
2.48% of portfolio
|
Q4 2024
Added 120.0%
|