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 |
|---|---|---|---|---|---|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
39,541
shares
|
$16 Million
5.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
39,511
shares
|
$16 Million
0.77% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
39,500
shares
|
$16 Million
4.6% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
39,453
shares
|
$15.9 Million
8.78% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
39,421
shares
|
$15.9 Million
10.52% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
39,391
shares
|
$15.9 Million
2.73% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
39,318
shares
|
$15.9 Million
8.61% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
39,261
shares
|
$15.9 Million
6.07% of portfolio
|
Q4 2024
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,253
shares
|
$15.9 Million
1.97% of portfolio
|
Q1 2024
Added 26.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
39,238
shares
|
$15.9 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
39,230
shares
|
$15.8 Million
2.4% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
39,212
shares
|
$15.8 Million
4.83% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
39,121
shares
|
$15.8 Million
3.04% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
39,053
shares
|
$15.8 Million
4.34% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
39,037
shares
|
$15.8 Million
3.22% of portfolio
|
Q4 2024
Added 1179.48%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
39,010
shares
|
$15.8 Million
2.47% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
39,000
shares
|
$15.8 Million
8.0% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
39,000
shares
|
$15.8 Million
7.27% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
38,973
shares
|
$15.7 Million
1.87% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
38,932
shares
|
$15.7 Million
2.22% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
38,884
shares
|
$15.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
38,870
shares
|
$15.7 Million
1.94% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
38,777
shares
|
$15.7 Million
4.33% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Potrero Capital Research LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
38,694
shares
|
$15.6 Million
6.58% of portfolio
|
Q2 2022
Added 6.91%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
38,667
shares
|
$15.6 Million
5.42% of portfolio
|
Q4 2024
Reduced 1.57%
|