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 |
|---|---|---|---|---|---|
|
Msa Advisors, LLC
Santa Monica, CA |
Feb 12, 2025 Q4 2024 |
37,900
shares
|
$15.3 Million
4.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
37,697
shares
|
$15.2 Million
6.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
37,686
shares
|
$15.2 Million
1.55% of portfolio
|
Q4 2024
Added 51.97%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
37,643
shares
|
$15.2 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
37,584
shares
|
$15.2 Million
0.96% of portfolio
|
Q4 2024
Added 70.5%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
37,574
shares
|
$15.2 Million
1.17% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
37,495
shares
|
$15.1 Million
4.81% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
37,490
shares
|
$15.1 Million
5.37% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
37,474
shares
|
$15.1 Million
2.73% of portfolio
|
Q4 2024
Added 747.44%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
37,445
shares
|
$15.1 Million
5.23% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
37,386
shares
|
$15.1 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
37,292
shares
|
$15.1 Million
5.68% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
37,277
shares
|
$15.1 Million
0.9% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
37,216
shares
|
$15 Million
1.46% of portfolio
|
Q2 2023
Added 2.61%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
37,204
shares
|
$15 Million
6.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heathbridge Capital Management Ltd.
|
Jan 30, 2025 Q4 2024 |
37,170
shares
|
$15 Million
6.74% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
37,155
shares
|
$15 Million
5.02% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
37,127
shares
|
$15 Million
1.89% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
37,109
shares
|
$15 Million
5.37% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
36,978
shares
|
$14.9 Million
2.42% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
36,964
shares
|
$14.9 Million
9.28% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
36,960
shares
|
$14.9 Million
12.35% of portfolio
|
Q2 2023
Reduced 10.6%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
36,918
shares
|
$14.9 Million
0.3% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
36,880
shares
|
$14.9 Million
1.49% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,856
shares
|
$14.9 Million
6.65% of portfolio
|
Q4 2023
Reduced 60.71%
|