Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,991 institutions that hold shares in the stock, with a total of 4.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$269,789
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
649
shares
|
$269,373
0.01% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
648
shares
|
$268,958
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
645
shares
|
$267,713
0.23% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
640
shares
|
$265,638
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
640
shares
|
$265,638
0.22% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
638
shares
|
$264,808
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
635
shares
|
$263,563
0.14% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
630
shares
|
$261,487
0.02% of portfolio
|
Q3 2024
Reduced 99.88%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$261,072
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$260,657
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
627
shares
|
$260,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Oct 21, 2024 Q3 2024 |
622
shares
|
$258,167
0.17% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
619
shares
|
$256,922
0.01% of portfolio
|
Q3 2024
Reduced 34.22%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$256,092
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$254,846
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
614
shares
|
$254,846
0.12% of portfolio
|
Q4 2024
Added 48.31%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$253,186
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
609
shares
|
$252,771
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
608
shares
|
$252,356
0.05% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
607
shares
|
$251,941
0.17% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
604
shares
|
$250,696
0.17% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
604
shares
|
$250,696
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
603
shares
|
$250,281
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$249,866
0.09% of portfolio
|
Q1 2022
Added 2.03%
|