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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
53,706
shares
|
$21.7 Million
6.23% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
53,689
shares
|
$21.7 Million
8.16% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
53,628
shares
|
$21.7 Million
5.63% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
53,524
shares
|
$21.6 Million
3.79% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
53,505
shares
|
$21.6 Million
5.83% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 15, 2025 Q4 2024 |
53,435
shares
|
$21.6 Million
4.54% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
53,375
shares
|
$21.6 Million
5.76% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
53,333
shares
|
$21.5 Million
4.32% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Harvard Management CO Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
53,300
shares
|
$21.5 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
53,287
shares
|
$21.5 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
53,256
shares
|
$21.5 Million
3.48% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
53,184
shares
|
$21.5 Million
2.71% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
53,018
shares
|
$21.4 Million
1.91% of portfolio
|
Q3 2023
Reduced 20.54%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
52,911
shares
|
$21.4 Million
1.52% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
52,907
shares
|
$21.4 Million
2.23% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
52,876
shares
|
$21.4 Million
7.65% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
52,869
shares
|
$21.4 Million
3.62% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
52,729
shares
|
$21.3 Million
5.81% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
52,632
shares
|
$21.3 Million
4.1% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
52,568
shares
|
$21.2 Million
12.74% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
52,558
shares
|
$21.2 Million
5.15% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
52,511
shares
|
$21.2 Million
4.55% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
52,477
shares
|
$21.2 Million
2.44% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
52,419
shares
|
$21.2 Million
9.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
52,390
shares
|
$21.2 Million
3.37% of portfolio
|
Q4 2024
Added 0.02%
|