Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,406 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
51,046
shares
|
$20.6 Million
4.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
51,019
shares
|
$20.6 Million
1.55% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
Feb 12, 2025 Q4 2024 |
51,000
shares
|
$20.6 Million
12.83% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
50,914
shares
|
$20.6 Million
9.27% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
50,818
shares
|
$20.5 Million
1.34% of portfolio
|
Q3 2023
Reduced 15.17%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
50,793
shares
|
$20.5 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
50,748
shares
|
$20.5 Million
1.48% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
50,692
shares
|
$20.5 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
50,691
shares
|
$20.5 Million
4.91% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
50,640
shares
|
$20.5 Million
2.88% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
50,589
shares
|
$20.4 Million
6.63% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
50,577
shares
|
$20.4 Million
3.44% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
50,489
shares
|
$20.4 Million
11.7% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
50,482
shares
|
$20.4 Million
3.63% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
50,462
shares
|
$20.4 Million
1.87% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
50,407
shares
|
$20.4 Million
5.92% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
50,407
shares
|
$20.4 Million
4.93% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Phraction Management LLC
Stamford, CT |
Jan 29, 2025 Q4 2024 |
50,376
shares
|
$20.4 Million
8.19% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
50,372
shares
|
$20.4 Million
4.13% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
50,361
shares
|
$20.3 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
50,341
shares
|
$20.3 Million
1.11% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
50,285
shares
|
$20.3 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,244
shares
|
$20.3 Million
0.79% of portfolio
|
Q2 2023
Added 919.35%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,236
shares
|
$20.3 Million
0.65% of portfolio
|
Q4 2024
Added 32.28%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50,190
shares
|
$20.3 Million
8.67% of portfolio
|
Q4 2024
Reduced 2.33%
|