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 |
|---|---|---|---|---|---|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
910
shares
|
$362,089
3.99% of portfolio
|
Q4 2024
Added 34.22%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
905
shares
|
$360,099
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$358,110
0.32% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
899
shares
|
$357,712
0.31% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
895
shares
|
$356,120
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
895
shares
|
$356,120
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
890
shares
|
$354,131
0.02% of portfolio
|
Q4 2024
Reduced 99.36%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
888
shares
|
$353,335
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
886
shares
|
$352,539
0.02% of portfolio
|
Q4 2024
Added 81.56%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
883
shares
|
$351,345
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
882
shares
|
$350,947
0.61% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
877
shares
|
$348,958
0.19% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
873
shares
|
$347,366
0.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
867
shares
|
$344,979
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
865
shares
|
$344,183
0.2% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
865
shares
|
$344,183
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
856
shares
|
$340,602
0.18% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
853
shares
|
$339,408
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
851
shares
|
$338,612
0.1% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
847
shares
|
$337,021
0.29% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
843
shares
|
$335,429
0.23% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
837
shares
|
$333,042
0.13% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
836
shares
|
$332,644
0.29% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
832
shares
|
$331,052
0.19% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
825
shares
|
$328,267
0.21% of portfolio
|
Q3 2024
Added 5.5%
|