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 |
|---|---|---|---|---|---|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
18,668
shares
|
$7.62 Million
4.71% of portfolio
|
Q3 2022
Reduced 77.07%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Feb 07, 2025 Q4 2024 |
18,649
shares
|
$7.61 Million
8.28% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18,642
shares
|
$7.61 Million
5.64% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Feb 12, 2025 Q4 2024 |
18,582
shares
|
$7.59 Million
3.24% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
18,548
shares
|
$7.57 Million
0.78% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
18,510
shares
|
$7.56 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
18,501
shares
|
$7.55 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
18,498
shares
|
$7.55 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
18,489
shares
|
$7.55 Million
1.1% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,453
shares
|
$7.53 Million
0.51% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
18,449
shares
|
$7.53 Million
5.61% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
18,426
shares
|
$7.52 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
18,422
shares
|
$7.52 Million
3.93% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
18,412
shares
|
$7.52 Million
4.67% of portfolio
|
Q4 2024
Added 82.48%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
18,384
shares
|
$7.5 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
18,384
shares
|
$7.5 Million
2.65% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
18,355
shares
|
$7.49 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
18,347
shares
|
$7.49 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
18,343
shares
|
$7.49 Million
5.21% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
18,302
shares
|
$7.47 Million
3.83% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
18,296
shares
|
$7.47 Million
0.53% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
18,287
shares
|
$7.46 Million
4.73% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18,264
shares
|
$7.46 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
18,200
shares
|
$7.43 Million
0.45% of portfolio
|
Q4 2024
Reduced 32.09%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
18,198
shares
|
$7.43 Million
1.46% of portfolio
|
Q4 2024
Added 13.56%
|