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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
13,297
shares
|
$5.43 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
13,289
shares
|
$5.42 Million
1.47% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
13,284
shares
|
$5.42 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
13,266
shares
|
$5.42 Million
1.18% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
13,218
shares
|
$5.4 Million
1.26% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,208
shares
|
$5.39 Million
0.47% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
13,208
shares
|
$5.39 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
13,184
shares
|
$5.38 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
13,184
shares
|
$5.38 Million
0.31% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
13,177
shares
|
$5.38 Million
3.55% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
13,177
shares
|
$5.38 Million
1.8% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
13,170
shares
|
$5.38 Million
1.54% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,158
shares
|
$5.37 Million
0.94% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
13,157
shares
|
$5.37 Million
5.42% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
13,152
shares
|
$5.37 Million
0.85% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
13,149
shares
|
$5.37 Million
1.96% of portfolio
|
Q4 2024
Added 3945.85%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
13,139
shares
|
$5.36 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
13,131
shares
|
$5.36 Million
3.13% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
13,129
shares
|
$5.36 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
13,113
shares
|
$5.35 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,099
shares
|
$5.35 Million
1.33% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
13,099
shares
|
$5.35 Million
1.17% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13,082
shares
|
$5.34 Million
1.46% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
13,071
shares
|
$5.34 Million
3.52% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$5.33 Million
1.69% of portfolio
|
Q4 2023
New holding
|