Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
6,867
shares
|
$2.8 Million
0.12% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
6,863
shares
|
$2.8 Million
1.46% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
6,858
shares
|
$2.8 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,855
shares
|
$2.8 Million
0.88% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,850
shares
|
$2.8 Million
1.12% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,848
shares
|
$2.8 Million
0.22% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,843
shares
|
$2.79 Million
0.53% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
6,842
shares
|
$2.79 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$2.79 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
6,828
shares
|
$2.79 Million
1.12% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
6,816
shares
|
$2.78 Million
1.98% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
6,810
shares
|
$2.78 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
6,808
shares
|
$2.78 Million
1.99% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,804
shares
|
$2.78 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,801
shares
|
$2.78 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,799
shares
|
$2.78 Million
1.67% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
6,793
shares
|
$2.77 Million
1.13% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,787
shares
|
$2.77 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
6,774
shares
|
$2.77 Million
1.21% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
6,774
shares
|
$2.77 Million
0.59% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
6,770
shares
|
$2.77 Million
1.87% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
6,767
shares
|
$2.76 Million
0.42% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
6,765
shares
|
$2.76 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,765
shares
|
$2.76 Million
1.66% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,757
shares
|
$2.76 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.18%
|