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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
41,543
shares
|
$16.8 Million
2.67% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
41,446
shares
|
$16.7 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
41,444
shares
|
$16.7 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
41,442
shares
|
$16.7 Million
3.78% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
41,438
shares
|
$16.7 Million
3.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
41,404
shares
|
$16.7 Million
1.44% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
41,330
shares
|
$16.7 Million
3.91% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
41,214
shares
|
$16.7 Million
9.83% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
41,177
shares
|
$16.6 Million
5.95% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
41,174
shares
|
$16.6 Million
3.17% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
41,174
shares
|
$16.6 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
41,086
shares
|
$16.6 Million
5.77% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
41,070
shares
|
$16.6 Million
2.93% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
41,058
shares
|
$16.6 Million
1.5% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
41,023
shares
|
$16.6 Million
1.86% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
40,939
shares
|
$16.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
40,880
shares
|
$16.5 Million
4.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
40,852
shares
|
$16.5 Million
3.58% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
40,845
shares
|
$16.5 Million
3.24% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Thames Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
40,843
shares
|
$16.5 Million
5.1% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
40,800
shares
|
$16.5 Million
6.07% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
40,736
shares
|
$16.5 Million
7.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
40,715
shares
|
$16.4 Million
2.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
40,714
shares
|
$16.4 Million
3.86% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
40,709
shares
|
$16.4 Million
3.07% of portfolio
|
Q4 2024
Added 0.99%
|