Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,454 institutions that hold shares in the stock, with a total of 5.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.92 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
5,504
shares
|
$2.07 Million
3.02% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
5,503
shares
|
$2.07 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
5,497
shares
|
$2.06 Million
0.71% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
5,496
shares
|
$2.06 Million
0.6% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.06 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
5,487
shares
|
$2.06 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
5,485
shares
|
$2.06 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
5,478
shares
|
$2.06 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,475
shares
|
$2.06 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,472
shares
|
$2.05 Million
1.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$2.05 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
5,454
shares
|
$2.05 Million
0.39% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
5,450
shares
|
$2.05 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$2.04 Million
0.83% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
5,411
shares
|
$2.03 Million
0.93% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Dalton Investments LLC
|
Feb 13, 2025 Q4 2024 |
5,400
shares
|
$2.03 Million
1.48% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,396
shares
|
$2.03 Million
2.64% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,382
shares
|
$2.02 Million
1.0% of portfolio
|
Q4 2024
Added 77.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.01 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,363
shares
|
$2.01 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,362
shares
|
$2.01 Million
0.24% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
5,353
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
5,348
shares
|
$2.01 Million
0.57% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,347
shares
|
$2.01 Million
2.7% of portfolio
|
Q3 2023
Added 34.72%
|