Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
680
shares
|
$277,732
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
680
shares
|
$277,732
0.06% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
680
shares
|
$277,732
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
679
shares
|
$277,323
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
679
shares
|
$277,323
0.2% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
679
shares
|
$277,323
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
676
shares
|
$276,098
0.48% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
675
shares
|
$275,690
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
670
shares
|
$273,648
0.05% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
667
shares
|
$272,422
0.24% of portfolio
|
Q3 2024
Reduced 47.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$271,605
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$269,563
0.14% of portfolio
|
Q4 2024
Reduced 80.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$269,563
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
660
shares
|
$269,563
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
658
shares
|
$268,746
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
657
shares
|
$268,338
0.04% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
653
shares
|
$266,704
0.15% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Feb 04, 2025 Q4 2024 |
653
shares
|
$266,704
0.15% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
652
shares
|
$266,296
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$265,479
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
649
shares
|
$265,071
0.01% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
648
shares
|
$264,662
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
640
shares
|
$261,395
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
639
shares
|
$260,986
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
638
shares
|
$260,578
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|