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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
43,823
shares
|
$17.7 Million
2.43% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
43,798
shares
|
$17.7 Million
10.39% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
43,754
shares
|
$17.7 Million
2.89% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
43,747
shares
|
$17.7 Million
2.94% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
43,714
shares
|
$17.7 Million
2.89% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
43,702
shares
|
$17.7 Million
2.64% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
43,630
shares
|
$17.6 Million
6.37% of portfolio
|
Q2 2022
Reduced 7.06%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
43,593
shares
|
$17.6 Million
4.34% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
43,578
shares
|
$17.6 Million
3.12% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
43,462
shares
|
$17.6 Million
1.94% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
43,307
shares
|
$17.5 Million
9.95% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stf Management LP
Frisco, TX |
Feb 12, 2025 Q4 2024 |
43,300
shares
|
$17.5 Million
8.19% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
43,295
shares
|
$17.5 Million
3.28% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
43,271
shares
|
$17.5 Million
3.86% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
43,199
shares
|
$17.5 Million
1.62% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
43,139
shares
|
$17.4 Million
7.9% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
43,071
shares
|
$17.4 Million
4.97% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
43,059
shares
|
$17.4 Million
1.23% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
43,004
shares
|
$17.4 Million
9.85% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
42,880
shares
|
$17.3 Million
1.98% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
42,846
shares
|
$17.3 Million
5.48% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,829
shares
|
$17.3 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
42,793
shares
|
$17.3 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
42,397
shares
|
$17.1 Million
1.93% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
42,375
shares
|
$17.1 Million
10.17% of portfolio
|
Q4 2024
Reduced 0.07%
|