Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maestria Partners LLC
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
31,650
shares
|
$12.8 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Carroll Investors, Inc
|
Feb 13, 2025 Q4 2024 |
31,647
shares
|
$12.8 Million
7.55% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31,646
shares
|
$12.8 Million
3.18% of portfolio
|
Q4 2024
Added 38.13%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
31,630
shares
|
$12.8 Million
3.06% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
31,621
shares
|
$12.8 Million
10.63% of portfolio
|
Q4 2024
Added 80.85%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
31,557
shares
|
$12.7 Million
3.94% of portfolio
|
Q4 2024
Reduced 19.77%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
31,555
shares
|
$12.7 Million
2.28% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
31,514
shares
|
$12.7 Million
2.51% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
31,496
shares
|
$12.7 Million
2.23% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
31,462
shares
|
$12.7 Million
4.85% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
31,446
shares
|
$12.7 Million
3.16% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
31,437
shares
|
$12.7 Million
0.28% of portfolio
|
Q4 2024
Added 81.96%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
31,423
shares
|
$12.7 Million
4.81% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
31,422
shares
|
$12.7 Million
3.72% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
31,421
shares
|
$12.7 Million
3.71% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
31,408
shares
|
$12.7 Million
9.89% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
31,407
shares
|
$12.7 Million
0.93% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
31,382
shares
|
$12.7 Million
1.37% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
31,378
shares
|
$12.7 Million
4.44% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
31,346
shares
|
$12.7 Million
6.3% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
31,300
shares
|
$12.6 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
31,280
shares
|
$12.6 Million
2.58% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
31,204
shares
|
$12.6 Million
1.59% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
31,192
shares
|
$12.6 Million
0.58% of portfolio
|
Q4 2024
Added 85.25%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
31,192
shares
|
$12.6 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.99%
|