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 |
|---|---|---|---|---|---|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
631
shares
|
$258,552
0.19% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
630
shares
|
$258,142
0.02% of portfolio
|
Q3 2024
Reduced 99.88%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$257,732
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$257,323
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
627
shares
|
$256,913
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
619
shares
|
$253,635
0.01% of portfolio
|
Q3 2024
Reduced 34.22%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$252,815
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$251,586
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
614
shares
|
$251,586
0.12% of portfolio
|
Q4 2024
Added 48.31%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$249,947
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
609
shares
|
$249,537
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
608
shares
|
$249,128
0.05% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
607
shares
|
$248,718
0.17% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
604
shares
|
$247,489
0.17% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
604
shares
|
$247,489
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
603
shares
|
$247,079
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$246,669
0.09% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
601
shares
|
$246,259
0.19% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$245,850
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
600
shares
|
$245,850
0.02% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
600
shares
|
$245,850
0.06% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
598
shares
|
$245,030
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$244,211
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
595
shares
|
$243,801
0.07% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
593
shares
|
$242,981
0.24% of portfolio
|
Q4 2024
Reduced 82.53%
|