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 |
|---|---|---|---|---|---|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
11,551
shares
|
$4.72 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,542
shares
|
$4.71 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
11,526
shares
|
$4.71 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
11,516
shares
|
$4.7 Million
1.23% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
11,515
shares
|
$4.7 Million
0.95% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
11,512
shares
|
$4.7 Million
7.69% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11,506
shares
|
$4.7 Million
0.82% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Jan 22, 2025 Q4 2024 |
11,500
shares
|
$4.69 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
11,497
shares
|
$4.69 Million
2.08% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
11,483
shares
|
$4.69 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
11,474
shares
|
$4.68 Million
1.54% of portfolio
|
Q4 2024
Reduced 59.59%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
11,458
shares
|
$4.68 Million
1.58% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
11,458
shares
|
$4.68 Million
2.31% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,439
shares
|
$4.67 Million
0.83% of portfolio
|
Q4 2024
Added 22.96%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
11,429
shares
|
$4.67 Million
0.99% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
11,416
shares
|
$4.66 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
11,385
shares
|
$4.65 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
11,384
shares
|
$4.65 Million
1.58% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
11,373
shares
|
$4.64 Million
5.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,359
shares
|
$4.64 Million
2.26% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
11,350
shares
|
$4.63 Million
5.85% of portfolio
|
Q2 2022
Reduced 21.18%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
11,347
shares
|
$4.63 Million
2.35% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
11,336
shares
|
$4.63 Million
2.66% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,326
shares
|
$4.62 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,324
shares
|
$4.62 Million
3.34% of portfolio
|
Q3 2024
Added 0.2%
|