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 |
---|---|---|---|---|---|
Siren, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
23,000
shares
|
$9.39 Million
0.43% of portfolio
|
Q4 2024
Added 4.55%
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
22,955
shares
|
$9.37 Million
3.39% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
22,944
shares
|
$9.37 Million
4.23% of portfolio
|
Q4 2024
Added 1.5%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
22,934
shares
|
$9.36 Million
2.41% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
22,926
shares
|
$9.36 Million
6.75% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,925
shares
|
$9.36 Million
5.18% of portfolio
|
Q4 2024
Added 0.65%
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
22,917
shares
|
$9.35 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
22,912
shares
|
$9.35 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
22,903
shares
|
$9.35 Million
3.15% of portfolio
|
Q4 2024
Added 0.89%
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
22,862
shares
|
$9.33 Million
8.5% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
22,853
shares
|
$9.33 Million
5.92% of portfolio
|
Q4 2024
New holding
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
22,729
shares
|
$9.28 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
22,708
shares
|
$9.27 Million
3.98% of portfolio
|
Q4 2024
Added 5.48%
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
22,694
shares
|
$9.26 Million
1.47% of portfolio
|
Q4 2024
Added 3.65%
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
22,692
shares
|
$9.26 Million
5.93% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
22,655
shares
|
$9.25 Million
3.51% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
22,630
shares
|
$9.24 Million
8.49% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,586
shares
|
$9.22 Million
1.72% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
22,563
shares
|
$9.21 Million
2.88% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,562
shares
|
$9.21 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
22,551
shares
|
$9.21 Million
1.06% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
22,500
shares
|
$9.18 Million
1.49% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
22,496
shares
|
$9.18 Million
6.02% of portfolio
|
Q4 2024
Added 4.26%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
22,468
shares
|
$9.17 Million
2.03% of portfolio
|
Q3 2024
Reduced 20.4%
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
22,458
shares
|
$9.17 Million
3.99% of portfolio
|
Q4 2024
Reduced 2.02%
|