Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
3,596
shares
|
$1.6 Million
0.55% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,594
shares
|
$1.6 Million
1.12% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,593
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
3,573
shares
|
$1.59 Million
0.35% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,569
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,563
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2023
Added 14.79%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,556
shares
|
$1.58 Million
0.46% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
3,550
shares
|
$1.58 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
3,549
shares
|
$1.58 Million
1.3% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
3,541
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,539
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,537
shares
|
$1.57 Million
0.29% of portfolio
|
Q4 2024
Added 87.84%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
3,536
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$1.57 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.57 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,525
shares
|
$1.57 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,523
shares
|
$1.56 Million
0.31% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,518
shares
|
$1.56 Million
0.72% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
3,517
shares
|
$1.56 Million
1.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
3,515
shares
|
$1.56 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,509
shares
|
$1.56 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
3,508
shares
|
$1.56 Million
0.53% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.55 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,495
shares
|
$1.55 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
3,494
shares
|
$1.55 Million
0.59% of portfolio
|
Q3 2024
Reduced 20.61%
|