Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
975
shares
|
$387,952
0.28% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
971
shares
|
$386,360
0.27% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
970
shares
|
$385,963
0.13% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
965
shares
|
$383,973
0.3% of portfolio
|
Q4 2024
Reduced 73.45%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
955
shares
|
$379,994
0.19% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
955
shares
|
$379,994
0.23% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$378,800
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
950
shares
|
$378,005
0.03% of portfolio
|
Q4 2024
Reduced 48.65%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
944
shares
|
$375,617
0.14% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
942
shares
|
$374,821
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
940
shares
|
$374,026
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
937
shares
|
$372,832
0.22% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
935
shares
|
$372,036
0.02% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
935
shares
|
$372,036
0.17% of portfolio
|
Q1 2024
Added 10.26%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
935
shares
|
$372,036
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
932
shares
|
$370,842
0.06% of portfolio
|
Q4 2024
Added 689.83%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
931
shares
|
$370,444
0.42% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
927
shares
|
$368,853
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
926
shares
|
$368,455
0.14% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
924
shares
|
$367,659
0.44% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$366,068
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
917
shares
|
$364,874
0.19% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$364,078
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
914
shares
|
$363,680
0.21% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
913
shares
|
$363,282
0.31% of portfolio
|
Q2 2024
Added 1.56%
|