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 |
|---|---|---|---|---|---|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
38,622
shares
|
$15.6 Million
5.87% of portfolio
|
Q1 2024
New holding
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
38,565
shares
|
$15.6 Million
5.19% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
Feb 12, 2025 Q4 2024 |
38,500
shares
|
$15.6 Million
11.18% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,484
shares
|
$15.5 Million
5.36% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
38,481
shares
|
$15.5 Million
3.95% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
38,478
shares
|
$15.5 Million
0.43% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
38,428
shares
|
$15.5 Million
5.35% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
38,420
shares
|
$15.5 Million
5.52% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,402
shares
|
$15.5 Million
4.25% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
38,378
shares
|
$15.5 Million
6.67% of portfolio
|
Q4 2024
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
38,345
shares
|
$15.5 Million
13.3% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
38,270
shares
|
$15.5 Million
1.37% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
38,239
shares
|
$15.4 Million
6.35% of portfolio
|
Q4 2022
Reduced 4.86%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
38,221
shares
|
$15.4 Million
5.2% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
38,198
shares
|
$15.4 Million
4.62% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Unio Capital LLC
|
Feb 14, 2025 Q4 2024 |
38,148
shares
|
$15.4 Million
5.75% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
38,137
shares
|
$15.4 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
38,111
shares
|
$15.4 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
38,104
shares
|
$15.4 Million
3.63% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
38,061
shares
|
$15.4 Million
7.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
38,024
shares
|
$15.4 Million
3.36% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
38,015
shares
|
$15.4 Million
10.49% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
38,014
shares
|
$15.4 Million
4.22% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Headwater Capital CO LTD
Hong Kong, F4 |
Jan 13, 2025 Q4 2024 |
38,000
shares
|
$15.4 Million
8.54% of portfolio
|
Q4 2024
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
37,966
shares
|
$15.3 Million
1.85% of portfolio
|
Q4 2024
Added 0.91%
|