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 |
|---|---|---|---|---|---|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
34,302
shares
|
$13.9 Million
3.55% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
Parker Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
34,299
shares
|
$13.9 Million
2.3% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,298
shares
|
$13.9 Million
0.86% of portfolio
|
Q3 2022
Added 10.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,237
shares
|
$13.8 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.09%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
34,209
shares
|
$13.8 Million
3.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
34,150
shares
|
$13.8 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
34,149
shares
|
$13.8 Million
6.44% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
34,082
shares
|
$13.8 Million
0.47% of portfolio
|
Q3 2023
Reduced 1.89%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
34,055
shares
|
$13.8 Million
0.9% of portfolio
|
Q4 2024
Reduced 23.96%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
34,045
shares
|
$13.8 Million
3.76% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
34,016
shares
|
$13.7 Million
2.23% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
Feb 07, 2025 Q4 2024 |
34,000
shares
|
$13.7 Million
13.88% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
33,958
shares
|
$13.7 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
33,930
shares
|
$13.7 Million
1.57% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
33,928
shares
|
$13.7 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
33,869
shares
|
$13.7 Million
1.0% of portfolio
|
Q2 2024
Added 189.21%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
33,759
shares
|
$13.6 Million
2.28% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
33,736
shares
|
$13.6 Million
6.79% of portfolio
|
Q4 2024
Added 110.51%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
33,651
shares
|
$13.6 Million
5.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
33,565
shares
|
$13.6 Million
1.29% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
33,537
shares
|
$13.5 Million
4.75% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
33,512
shares
|
$13.5 Million
4.44% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
33,492
shares
|
$13.5 Million
3.34% of portfolio
|
Q2 2023
Added 93.98%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
33,463
shares
|
$13.5 Million
7.29% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,443
shares
|
$13.5 Million
5.75% of portfolio
|
Q1 2024
Reduced 0.23%
|