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 |
|---|---|---|---|---|---|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
19,338
shares
|
$7.89 Million
8.04% of portfolio
|
Q3 2023
Reduced 13.03%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
19,311
shares
|
$7.88 Million
3.59% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
19,297
shares
|
$7.88 Million
1.83% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
19,292
shares
|
$7.88 Million
2.2% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
19,291
shares
|
$7.87 Million
4.06% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
19,287
shares
|
$7.87 Million
3.34% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
19,239
shares
|
$7.85 Million
2.78% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
19,238
shares
|
$7.85 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
19,231
shares
|
$7.85 Million
2.85% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
19,224
shares
|
$7.85 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
19,224
shares
|
$7.85 Million
4.77% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
19,211
shares
|
$7.84 Million
2.23% of portfolio
|
Q4 2024
Added 101.61%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
19,196
shares
|
$7.84 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
19,194
shares
|
$7.84 Million
5.88% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,159
shares
|
$7.82 Million
3.21% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
19,153
shares
|
$7.82 Million
1.38% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
19,087
shares
|
$7.79 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19,064
shares
|
$7.78 Million
1.17% of portfolio
|
Q4 2024
Added 55.66%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
19,063
shares
|
$7.78 Million
4.48% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
19,041
shares
|
$7.77 Million
0.95% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
19,039
shares
|
$7.77 Million
3.9% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
19,034
shares
|
$7.77 Million
3.02% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
19,032
shares
|
$7.77 Million
3.67% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
19,012
shares
|
$7.76 Million
4.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
19,000
shares
|
$7.76 Million
6.7% of portfolio
|
Q1 2023
Reduced 16.48%
|