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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
54,910
shares
|
$22.2 Million
4.28% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
54,848
shares
|
$22.2 Million
4.43% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
54,814
shares
|
$22.1 Million
6.34% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
54,806
shares
|
$22.1 Million
6.17% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
54,757
shares
|
$22.1 Million
4.25% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
54,742
shares
|
$22.1 Million
1.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
54,693
shares
|
$22.1 Million
4.67% of portfolio
|
Q1 2023
Added 80.44%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
54,619
shares
|
$22.1 Million
2.88% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
54,615
shares
|
$22.1 Million
2.85% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
54,558
shares
|
$22 Million
4.93% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
54,528
shares
|
$22 Million
4.58% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
54,513
shares
|
$22 Million
11.22% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
54,474
shares
|
$22 Million
7.86% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
54,432
shares
|
$22 Million
2.23% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
54,406
shares
|
$22 Million
3.32% of portfolio
|
Q4 2022
Reduced 7.88%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
54,356
shares
|
$22 Million
7.71% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
54,301
shares
|
$21.9 Million
12.13% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
54,205
shares
|
$21.9 Million
5.61% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Feb 13, 2025 Q4 2024 |
54,118
shares
|
$21.9 Million
7.65% of portfolio
|
Q3 2023
Added 58.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
54,009
shares
|
$21.8 Million
0.86% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
54,007
shares
|
$21.8 Million
3.44% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
53,895
shares
|
$21.8 Million
3.99% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
53,866
shares
|
$21.8 Million
5.44% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
53,758
shares
|
$21.7 Million
3.36% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
53,740
shares
|
$21.7 Million
8.91% of portfolio
|
Q4 2024
Reduced 1.23%
|