Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$1.76 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
4,183
shares
|
$1.75 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,175
shares
|
$1.75 Million
0.46% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,175
shares
|
$1.75 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,158
shares
|
$1.74 Million
3.2% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,156
shares
|
$1.74 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
4,148
shares
|
$1.74 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
4,148
shares
|
$1.74 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
4,147
shares
|
$1.74 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
4,134
shares
|
$1.73 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,127
shares
|
$1.73 Million
0.67% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
4,119
shares
|
$1.73 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
4,118
shares
|
$1.73 Million
1.36% of portfolio
|
Q2 2024
Reduced 32.69%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$1.72 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
4,107
shares
|
$1.72 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
4,094
shares
|
$1.72 Million
1.39% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,090
shares
|
$1.71 Million
0.91% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
4,089
shares
|
$1.71 Million
1.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
4,087
shares
|
$1.71 Million
0.47% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
4,086
shares
|
$1.71 Million
0.72% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$1.71 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,071
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 92.64%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,070
shares
|
$1.71 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4,066
shares
|
$1.7 Million
2.28% of portfolio
|
Q3 2024
Added 1.12%
|