Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,087 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
800
shares
|
$327,800
0.18% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
800
shares
|
$327,800
0.09% of portfolio
|
Q3 2024
Reduced 94.52%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
796
shares
|
$326,161
0.19% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
795
shares
|
$325,751
0.16% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
795
shares
|
$325,751
0.17% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
785
shares
|
$321,653
0.17% of portfolio
|
Q1 2024
Added 27.64%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
784
shares
|
$321,244
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
784
shares
|
$321,244
0.18% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
783
shares
|
$320,834
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
780
shares
|
$319,605
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
777
shares
|
$318,375
0.16% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
775
shares
|
$317,556
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
775
shares
|
$317,556
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
773
shares
|
$316,736
0.17% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$315,917
0.18% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
768
shares
|
$314,688
0.21% of portfolio
|
Q4 2024
Reduced 90.1%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
767
shares
|
$314,278
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
764
shares
|
$313,049
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
761
shares
|
$311,819
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
760
shares
|
$311,410
0.07% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$310,180
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
757
shares
|
$310,180
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
754
shares
|
$308,951
0.05% of portfolio
|
Q4 2024
Reduced 79.44%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
753
shares
|
$308,541
0.34% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
751
shares
|
$307,722
1.35% of portfolio
|
Q3 2024
Reduced 36.62%
|