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 |
|---|---|---|---|---|---|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
40,696
shares
|
$16.4 Million
6.47% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
40,678
shares
|
$16.4 Million
8.02% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
40,630
shares
|
$16.4 Million
5.55% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
40,628
shares
|
$16.4 Million
3.6% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
40,372
shares
|
$16.3 Million
2.1% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
40,346
shares
|
$16.3 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
40,339
shares
|
$16.3 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
40,335
shares
|
$16.3 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
40,321
shares
|
$16.3 Million
6.46% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,261
shares
|
$16.3 Million
7.96% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
40,177
shares
|
$16.2 Million
1.26% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
40,158
shares
|
$16.2 Million
3.47% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,071
shares
|
$16.2 Million
1.37% of portfolio
|
Q2 2023
Reduced 2.62%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
40,065
shares
|
$16.2 Million
3.19% of portfolio
|
Q4 2024
Added 34.19%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
40,043
shares
|
$16.2 Million
4.9% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Alight Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$16.2 Million
5.78% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
39,982
shares
|
$16.2 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
39,895
shares
|
$16.1 Million
1.84% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
39,894
shares
|
$16.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
39,807
shares
|
$16.1 Million
4.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
39,714
shares
|
$16 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
39,713
shares
|
$16 Million
0.65% of portfolio
|
Q2 2023
Added 3.51%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
39,670
shares
|
$16 Million
4.68% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
39,670
shares
|
$16 Million
1.79% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
39,592
shares
|
$16 Million
3.07% of portfolio
|
Q4 2024
Added 4.61%
|