13F

Stock

Microsoft Corp

MSFT · held by 47 managers

Reported value

$16.7B

Holders

47

+2 new · −0 exited

Holders’ est. mark

−$329.3M

Price effect on 29 books still in the name

Largest holder

$10.9B

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC25.9M$10.9B−$227.6MCut−$2.27B
DANSKE BANK A/S4.84M$2.04B−$38.6MAdded$153M
Swiss Life Asset Management Ltd1.98M$834.2M−$10.6MAdded$324.9M
ONTARIO TEACHERS PENSION PLAN BOARD1.45M$611M−$12.8MCut−$516.2M
AEGON ASSET MANAGEMENT UK Plc1.44M$605.9M−$12.5MCut−$132.1M
Employees Provident Fund Board1.43M$604.3M−$12.6MCut−$39.8M
Danica Pension, Livsforsikringsaktieselskab910.6K$383.8M−$7.5MAdded$17.2M
Evelyn Partners Investment Management LLP598.9K$252.4MHeld
Henshaw Capital LLC186.7K$78.7M−$1.64MCut−$1.59M
Marex Group plc147.8K$62.3M−$1.1MAdded$8.47M
Leonteq Securities AG93.4K$39.4M−$692.4KAdded$5.52M
Evelyn Partners Investment Management Services Ltd90.9K$38.3MHeld
Altrafin AG62.4K$26.3M−$548.8KCut−$539.5K
Ransom Advisory, Ltd48.5K$20.5M−$427.1KCut−$556.2K
Evelyn Partners Asset Management Ltd47.8K$20.2MHeld
ELEVATION POINT WEALTH PARTNERS, LLC42.3K$17.8M−$320KAdded$2.19M
National Philanthropic Trust42K$17.7M−$232.5KAdded$6.33M
BROADWATER CAPITAL MANAGEMENT LLC36.1K$15.2M−$317.5KCut−$382K
Evelyn Partners Investment Management (Europe) Ltd35.3K$14.9MHeld
Kentucky Farm Bureau Mutual Insurance Co30K$12.6M−$264KCut−$264K
Peak Planning Group, LLC29K$12.2M−$735.1KCut−$669.8K
Prestige Wealth Management Group LLC26.6K$11.2M−$233.6KCut−$493.1K
Saranac Partners Ltd23.7K$10MNew
CHESAPEAKE ASSET MANAGEMENT LLC22.9K$9.67M−$201.6KCut−$646.1K
Aventura Private Wealth, LLC21.6K$9.11MHeld
Corecam Pte. Ltd.17.6K$7.42M−$138.1KAdded$667K
Millennium Capital Advisors, LLC14K$5.91M−$123.5KCut−$1.21M
Roehl & Yi Investment Advisors, LLC13.8K$5.8MHeld
Flavin Financial Services, Inc.13.5K$5.71MHeld
American State Bank (Iowa)13.5K$5.69M−$118.2KCut−$93.8K
Finivi Inc.12.4K$5.23M−$108.9KCut−$266.8K
Absoluto Partners Gestao de Recursos Ltda10.1K$4.27MHeld
Norris Financial Group, LLC8.91K$3.75M−$78.4KCut−$195K
Catherine Avery Investment Management LLC7.73K$3.26MHeld
Medallion Wealth Advisors, LLC7.28K$3MHeld
Burton Enright Welch6.64K$2.8M−$58.2KCut−$46K
AtlasMark Financial, Inc5.76K$2.43M−$50.6KCut−$46.4K
Cornerstone National Bank & Trust Co4.75K$2M−$41KCut−$3.04K
Womack Financial LLC4.65K$1.96MHeld
Stark Wealth Management LLC3.27K$1.38MHeld
Causey Wealth LLC3.25K$1.37MHeld
Severin Investments, LLC2.69K$1.13MHeld
Mullaney, Keating & Wright, Inc.2.53K$1.07M−$22.2KCut−$36K
BRIGHTON SECURITIES CORP.1.49K$627KHeld
Clark Wealth Partners1.43K$604.1KHeld
Maxele Advisors, LLC1.39K$585.5K$262KAdded$262K
Revere Asset Management, Inc479$201.9KNew

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.