Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
7,694
shares
|
$3.14 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,669
shares
|
$3.13 Million
1.05% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
7,666
shares
|
$3.13 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
7,650
shares
|
$3.12 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
7,641
shares
|
$3.12 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,636
shares
|
$3.12 Million
1.92% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
7,620
shares
|
$3.11 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
7,619
shares
|
$3.11 Million
1.73% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
7,617
shares
|
$3.11 Million
1.78% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
7,613
shares
|
$3.11 Million
2.58% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,611
shares
|
$3.11 Million
1.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,610
shares
|
$3.11 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
7,602
shares
|
$3.1 Million
1.67% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
7,600
shares
|
$3.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Octahedron Capital Management L.P.
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,600
shares
|
$3.1 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
7,593
shares
|
$3.1 Million
1.79% of portfolio
|
Q4 2024
Reduced 44.3%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,590
shares
|
$3.1 Million
1.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Castle Knight Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
7,580
shares
|
$3.1 Million
0.1% of portfolio
|
Q4 2024
Added 85.78%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
7,580
shares
|
$3.1 Million
2.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Truxt Investmentos Ltda.
|
Feb 03, 2025 Q4 2024 |
7,572
shares
|
$3.09 Million
5.68% of portfolio
|
Q4 2024
Reduced 70.71%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
7,565
shares
|
$3.09 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
7,559
shares
|
$3.09 Million
0.62% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
7,546
shares
|
$3.08 Million
0.48% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
7,545
shares
|
$3.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
7,540
shares
|
$3.08 Million
1.37% of portfolio
|
Q4 2024
Added 18.93%
|