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 |
|---|---|---|---|---|---|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
429
shares
|
$190,501
5.3% of portfolio
|
Q3 2024
Reduced 97.52%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
421
shares
|
$186,949
4.87% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
399
shares
|
$177,179
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
390
shares
|
$173,183
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
388
shares
|
$172,295
0.13% of portfolio
|
Q3 2024
Added 94.97%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$163,414
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347
shares
|
$154,088
4.53% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$149,648
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
335
shares
|
$148,760
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
315
shares
|
$139,878
0.21% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$121,672
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$121,228
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
271
shares
|
$120,340
0.04% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
217
shares
|
$96,361
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
210
shares
|
$93,252
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$88,812
0.01% of portfolio
|
Q3 2024
Reduced 66.89%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
199
shares
|
$88,367
0.05% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
196
shares
|
$87,035
7.51% of portfolio
|
Q3 2024
Added 39.01%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2024 Q3 2024 |
194
shares
|
$86,147
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
190
shares
|
$84,371
0.01% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$84,371
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$75,490
0.1% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
144
shares
|
$63,944
0.05% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
140
shares
|
$62,168
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
138
shares
|
$61,280
0.04% of portfolio
|
Q3 2024
Reduced 64.52%
|