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 |
|---|---|---|---|---|---|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
2,073
shares
|
$920,536
0.4% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,071
shares
|
$919,648
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
2,070
shares
|
$919,204
0.68% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
2,067
shares
|
$917,872
0.41% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,067
shares
|
$917,872
0.41% of portfolio
|
Q3 2024
Added 72.39%
|
|
|
Galibier Capital Management Ltd.
|
Jan 15, 2025 Q4 2024 |
2,058
shares
|
$913,875
0.28% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$913,431
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
2,055
shares
|
$912,543
0.24% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,053
shares
|
$911,655
0.83% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,052
shares
|
$911,211
0.21% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 06, 2024 Q3 2024 |
2,044
shares
|
$907,658
16.32% of portfolio
|
Q4 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,037
shares
|
$904,550
0.51% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$904,106
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,033
shares
|
$902,773
0.41% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
2,032
shares
|
$902,329
0.38% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
2,028
shares
|
$900,553
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
2,024
shares
|
$898,777
0.52% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$893,448
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$891,672
0.57% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$888,120
0.01% of portfolio
|
Q3 2024
Added 207.69%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,990
shares
|
$883,679
0.62% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
1,990
shares
|
$883,679
0.37% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$881,459
0.37% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,984
shares
|
$881,015
0.7% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,980
shares
|
$879,238
0.17% of portfolio
|
Q3 2024
Reduced 5.4%
|