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 |
|---|---|---|---|---|---|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
48,781
shares
|
$19.7 Million
3.98% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
48,727
shares
|
$19.7 Million
7.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
48,615
shares
|
$19.6 Million
8.61% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,521
shares
|
$19.6 Million
12.02% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
48,481
shares
|
$19.6 Million
3.18% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
48,396
shares
|
$19.6 Million
5.32% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
48,274
shares
|
$19.5 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
48,257
shares
|
$19.5 Million
5.44% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
48,240
shares
|
$19.5 Million
3.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
48,232
shares
|
$19.5 Million
3.82% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
48,169
shares
|
$19.5 Million
4.26% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
48,146
shares
|
$19.5 Million
6.15% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
48,014
shares
|
$19.4 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,899
shares
|
$19.4 Million
2.95% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,813
shares
|
$19.3 Million
1.18% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
47,587
shares
|
$19.2 Million
2.73% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
47,556
shares
|
$19.2 Million
4.86% of portfolio
|
Q4 2024
Reduced 29.45%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
47,404
shares
|
$19.2 Million
0.76% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
47,389
shares
|
$19.1 Million
5.76% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
47,382
shares
|
$19.1 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
47,375
shares
|
$19.1 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
47,352
shares
|
$19.1 Million
3.68% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
47,342
shares
|
$19.1 Million
5.6% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
47,339
shares
|
$19.1 Million
0.37% of portfolio
|
Q4 2024
Added 335.62%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
47,313
shares
|
$19.1 Million
1.3% of portfolio
|
Q4 2024
Reduced 21.02%
|