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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
52,388
shares
|
$21.2 Million
3.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
52,352
shares
|
$21.2 Million
4.78% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
52,350
shares
|
$21.1 Million
16.11% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
52,288
shares
|
$21.1 Million
3.66% of portfolio
|
Q3 2024
Added 89.97%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
52,268
shares
|
$21.1 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Feb 13, 2025 Q4 2024 |
52,116
shares
|
$21.1 Million
10.06% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
52,104
shares
|
$21.1 Million
3.5% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
51,896
shares
|
$21 Million
6.88% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
51,864
shares
|
$21 Million
5.08% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Feb 14, 2025 Q4 2024 |
51,845
shares
|
$20.9 Million
12.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51,835
shares
|
$20.9 Million
2.62% of portfolio
|
Q3 2022
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
51,834
shares
|
$20.9 Million
3.42% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
51,829
shares
|
$20.9 Million
6.2% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
51,818
shares
|
$20.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
51,626
shares
|
$20.9 Million
5.68% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
51,589
shares
|
$20.8 Million
8.9% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
51,502
shares
|
$20.8 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
51,324
shares
|
$20.7 Million
4.59% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Farley Capital L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
51,312
shares
|
$20.7 Million
18.57% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
51,244
shares
|
$20.7 Million
5.88% of portfolio
|
Q4 2024
Added 79.41%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
51,225
shares
|
$20.7 Million
14.61% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
51,205
shares
|
$20.7 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,179
shares
|
$20.7 Million
2.37% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
51,128
shares
|
$20.7 Million
4.42% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
51,127
shares
|
$20.7 Million
5.08% of portfolio
|
Q4 2024
Reduced 4.39%
|