Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,369 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 |
|---|---|---|---|---|---|
|
Accuvest Global Advisors
Provo, UT |
Jan 31, 2025 Q4 2024 |
10,097
shares
|
$4.12 Million
6.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
10,095
shares
|
$4.12 Million
1.96% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
10,092
shares
|
$4.12 Million
1.04% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$4.1 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,041
shares
|
$4.1 Million
1.97% of portfolio
|
Q4 2024
Added 48.32%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
10,028
shares
|
$4.1 Million
0.51% of portfolio
|
Q4 2024
Added 35.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,022
shares
|
$4.09 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
10,017
shares
|
$4.09 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
10,009
shares
|
$4.09 Million
0.84% of portfolio
|
Q4 2024
Added 286.45%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
10,004
shares
|
$4.09 Million
1.56% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$4.08 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$4.08 Million
0.29% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
9,997
shares
|
$4.08 Million
0.67% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
9,991
shares
|
$4.08 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
9,989
shares
|
$4.08 Million
1.18% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
9,987
shares
|
$4.08 Million
0.31% of portfolio
|
Q4 2024
Added 732.94%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
9,976
shares
|
$4.07 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
9,971
shares
|
$4.07 Million
0.65% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Arvin Capital Management LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
9,918
shares
|
$4.05 Million
1.17% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
9,917
shares
|
$4.05 Million
1.29% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
9,910
shares
|
$4.05 Million
3.55% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
9,904
shares
|
$4.05 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$4.04 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
9,880
shares
|
$4.04 Million
1.05% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,869
shares
|
$4.03 Million
1.49% of portfolio
|
Q4 2024
Added 4.84%
|