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 |
|---|---|---|---|---|---|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,200
shares
|
$10.3 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
25,196
shares
|
$10.3 Million
9.64% of portfolio
|
Q1 2022
Reduced 2.27%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
25,178
shares
|
$10.3 Million
2.81% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
25,111
shares
|
$10.3 Million
5.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,086
shares
|
$10.2 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
25,077
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,063
shares
|
$10.2 Million
1.9% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
25,037
shares
|
$10.2 Million
8.06% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,029
shares
|
$10.2 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
25,022
shares
|
$10.2 Million
2.72% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
25,022
shares
|
$10.2 Million
5.46% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Proem Advisors LLC
|
Feb 12, 2025 Q4 2024 |
25,000
shares
|
$10.2 Million
3.11% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Center Lake Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$10.2 Million
23.48% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
24,967
shares
|
$10.2 Million
0.86% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
Feb 07, 2025 Q4 2024 |
24,962
shares
|
$10.2 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
24,946
shares
|
$10.2 Million
2.98% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
24,868
shares
|
$10.2 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
24,848
shares
|
$10.1 Million
2.21% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
24,845
shares
|
$10.1 Million
2.73% of portfolio
|
Q4 2024
Reduced 45.17%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,844
shares
|
$10.1 Million
0.69% of portfolio
|
Q4 2024
Added 104.95%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Feb 13, 2025 Q4 2024 |
24,800
shares
|
$10.1 Million
6.39% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Whale Rock Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
24,795
shares
|
$10.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 93.24%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
24,791
shares
|
$10.1 Million
6.58% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
24,765
shares
|
$10.1 Million
7.85% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
24,760
shares
|
$10.1 Million
1.37% of portfolio
|
Q2 2023
Added 14.83%
|