Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
9,826
shares
|
$3.81 Million
0.77% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,819
shares
|
$3.81 Million
1.68% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,815
shares
|
$3.81 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
9,809
shares
|
$3.8 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tsai Capital Corp
New York, NY |
Feb 12, 2025 Q4 2024 |
9,797
shares
|
$3.8 Million
3.53% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,794
shares
|
$3.8 Million
3.95% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
9,788
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
9,787
shares
|
$3.8 Million
1.58% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$3.8 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
9,771
shares
|
$3.79 Million
1.26% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
9,761
shares
|
$3.79 Million
2.97% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
9,758
shares
|
$3.78 Million
1.59% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
9,754
shares
|
$3.78 Million
2.3% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
9,751
shares
|
$3.78 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Game Creek Capital, LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,750
shares
|
$3.78 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,750
shares
|
$3.78 Million
0.68% of portfolio
|
Q4 2024
Added 489.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
9,750
shares
|
$3.78 Million
1.5% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
9,744
shares
|
$3.78 Million
2.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
9,742
shares
|
$3.78 Million
1.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
9,735
shares
|
$3.78 Million
2.13% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
9,734
shares
|
$3.78 Million
1.71% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,725
shares
|
$3.77 Million
0.88% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$3.77 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$3.77 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,701
shares
|
$3.76 Million
1.17% of portfolio
|
Q4 2024
Added 4.07%
|