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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
44,850
shares
|
$18.1 Million
4.96% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
44,834
shares
|
$18.1 Million
1.46% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
44,825
shares
|
$18.1 Million
8.31% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
44,786
shares
|
$18.1 Million
6.88% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
44,779
shares
|
$18.1 Million
2.36% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
44,765
shares
|
$18.1 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
44,714
shares
|
$18.1 Million
0.68% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
44,681
shares
|
$18.1 Million
1.56% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
44,545
shares
|
$18 Million
2.49% of portfolio
|
Q1 2023
Reduced 0.54%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
44,411
shares
|
$17.9 Million
3.98% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
44,408
shares
|
$17.9 Million
3.74% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Lattice Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
44,408
shares
|
$17.9 Million
15.9% of portfolio
|
Q3 2023
Added 165.79%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
44,309
shares
|
$17.9 Million
5.83% of portfolio
|
Q4 2024
Added 94.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
44,280
shares
|
$17.9 Million
1.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
44,244
shares
|
$17.9 Million
3.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
44,226
shares
|
$17.9 Million
4.23% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
44,196
shares
|
$17.9 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
44,195
shares
|
$17.9 Million
0.73% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
44,111
shares
|
$17.8 Million
10.05% of portfolio
|
Q4 2024
New holding
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
44,041
shares
|
$17.8 Million
11.19% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
44,030
shares
|
$17.8 Million
9.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
43,975
shares
|
$17.8 Million
7.36% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
43,964
shares
|
$17.8 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
43,835
shares
|
$17.7 Million
3.06% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
43,825
shares
|
$17.7 Million
6.6% of portfolio
|
Q4 2024
Added 3.86%
|