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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
35,270
shares
|
$14.2 Million
4.57% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
35,221
shares
|
$14.2 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
35,218
shares
|
$14.2 Million
8.2% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
35,205
shares
|
$14.2 Million
3.83% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
35,205
shares
|
$14.2 Million
3.27% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
35,173
shares
|
$14.2 Million
3.25% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
35,124
shares
|
$14.2 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
35,065
shares
|
$14.2 Million
3.14% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
First Sabrepoint Capital Management LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
35,000
shares
|
$14.1 Million
6.02% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
34,948
shares
|
$14.1 Million
2.92% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
34,946
shares
|
$14.1 Million
3.65% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
34,941
shares
|
$14.1 Million
10.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
34,896
shares
|
$14.1 Million
1.3% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
34,844
shares
|
$14.1 Million
7.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
34,809
shares
|
$14.1 Million
3.79% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
34,781
shares
|
$14.1 Million
4.1% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
34,724
shares
|
$14 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
34,705
shares
|
$14 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
34,588
shares
|
$14 Million
2.25% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
34,565
shares
|
$14 Million
0.6% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
34,553
shares
|
$14 Million
5.91% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
34,450
shares
|
$13.9 Million
5.88% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
34,425
shares
|
$13.9 Million
3.65% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
34,406
shares
|
$13.9 Million
4.51% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
34,306
shares
|
$13.9 Million
7.09% of portfolio
|
Q4 2024
Reduced 3.14%
|