Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
29,377
shares
|
$12 Million
6.84% of portfolio
|
Q4 2022
Added 638.12%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
29,351
shares
|
$12 Million
1.54% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Jan 17, 2025 Q4 2024 |
29,333
shares
|
$12 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
29,195
shares
|
$11.9 Million
6.37% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Westwood Wealth Management
|
Feb 13, 2025 Q4 2024 |
29,194
shares
|
$11.9 Million
4.47% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
29,147
shares
|
$11.9 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
29,077
shares
|
$11.9 Million
2.83% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
29,043
shares
|
$11.9 Million
3.18% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
29,040
shares
|
$11.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
29,016
shares
|
$11.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
29,014
shares
|
$11.8 Million
1.08% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
28,985
shares
|
$11.8 Million
3.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
28,983
shares
|
$11.8 Million
2.73% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
28,980
shares
|
$11.8 Million
1.37% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
28,969
shares
|
$11.8 Million
1.38% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
28,901
shares
|
$11.8 Million
3.29% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
28,891
shares
|
$11.8 Million
3.73% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
28,875
shares
|
$11.8 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,854
shares
|
$11.8 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Stony Point Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,834
shares
|
$11.8 Million
2.55% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
28,817
shares
|
$11.8 Million
6.18% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
28,810
shares
|
$11.8 Million
4.28% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,755
shares
|
$11.7 Million
0.96% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
28,736
shares
|
$11.7 Million
5.62% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
28,701
shares
|
$11.7 Million
4.36% of portfolio
|
Q3 2022
Added 2.54%
|