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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
42,328
shares
|
$17.1 Million
1.48% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
42,279
shares
|
$17.1 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
42,252
shares
|
$17.1 Million
0.59% of portfolio
|
Q4 2024
Added 51.86%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
42,207
shares
|
$17.1 Million
2.53% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
42,166
shares
|
$17 Million
1.19% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
42,138
shares
|
$17 Million
4.73% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
42,130
shares
|
$17 Million
5.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Harbor Island Capital LLC
|
Jan 27, 2025 Q4 2024 |
42,086
shares
|
$17 Million
9.7% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
42,007
shares
|
$17 Million
4.87% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
41,994
shares
|
$17 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
41,938
shares
|
$16.9 Million
6.39% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
41,936
shares
|
$16.9 Million
19.48% of portfolio
|
Q1 2024
Reduced 48.58%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
41,935
shares
|
$16.9 Million
3.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
41,924
shares
|
$16.9 Million
8.28% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
41,921
shares
|
$16.9 Million
1.47% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
41,872
shares
|
$16.9 Million
4.33% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
41,865
shares
|
$16.9 Million
3.75% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
41,797
shares
|
$16.9 Million
6.17% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
41,752
shares
|
$16.9 Million
3.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
41,742
shares
|
$16.9 Million
1.58% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
41,694
shares
|
$16.8 Million
5.35% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
41,649
shares
|
$16.8 Million
1.58% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
41,600
shares
|
$16.8 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
41,596
shares
|
$16.8 Million
2.84% of portfolio
|
Q4 2024
Added 27.64%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
41,566
shares
|
$16.8 Million
3.07% of portfolio
|
Q4 2024
Reduced 6.28%
|