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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
33,288
shares
|
$13.4 Million
2.74% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
33,217
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
33,181
shares
|
$13.4 Million
4.75% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
33,176
shares
|
$13.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
33,124
shares
|
$13.4 Million
5.63% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
33,095
shares
|
$13.4 Million
0.66% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
33,089
shares
|
$13.4 Million
6.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
33,087
shares
|
$13.4 Million
3.83% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
33,086
shares
|
$13.4 Million
7.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
33,027
shares
|
$13.3 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
32,930
shares
|
$13.3 Million
0.32% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
32,907
shares
|
$13.3 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
32,885
shares
|
$13.3 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
32,884
shares
|
$13.3 Million
7.19% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,810
shares
|
$13.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
32,794
shares
|
$13.2 Million
2.12% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,763
shares
|
$13.2 Million
3.68% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
32,707
shares
|
$13.2 Million
5.39% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
32,658
shares
|
$13.2 Million
6.38% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
32,618
shares
|
$13.2 Million
3.8% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
32,574
shares
|
$13.2 Million
3.5% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
32,536
shares
|
$13.1 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Maytus Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,500
shares
|
$13.1 Million
5.48% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
32,413
shares
|
$13.1 Million
1.19% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
32,386
shares
|
$13.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.6%
|