Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,087 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$215,118
0.0% of portfolio
|
Q1 2024
Reduced 48.78%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$215,118
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
521
shares
|
$213,479
0.08% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
518
shares
|
$212,250
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
514
shares
|
$210,611
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$208,153
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
507
shares
|
$207,743
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
506
shares
|
$207,333
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$204,875
0.06% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$204,875
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
497
shares
|
$203,645
0.1% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
496
shares
|
$203,236
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
494
shares
|
$202,416
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
493
shares
|
$202,006
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
492
shares
|
$201,597
0.08% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
490
shares
|
$200,777
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
488
shares
|
$199,958
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
483
shares
|
$197,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jan 14, 2025 Q4 2024 |
480
shares
|
$196,680
9.47% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
477
shares
|
$195,450
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
471
shares
|
$192,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
471
shares
|
$192,992
0.08% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
471
shares
|
$192,992
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
464
shares
|
$190,124
0.16% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
454
shares
|
$186,026
0.1% of portfolio
|
Q4 2024
Added 0.22%
|