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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
5,177
shares
|
$1.94 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$1.94 Million
2.88% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
5,170
shares
|
$1.94 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,168
shares
|
$1.94 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,167
shares
|
$1.94 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,164
shares
|
$1.94 Million
1.38% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
5,163
shares
|
$1.94 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
5,158
shares
|
$1.94 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.58%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,158
shares
|
$1.94 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,152
shares
|
$1.93 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
5,142
shares
|
$1.93 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,140
shares
|
$1.93 Million
2.16% of portfolio
|
Q4 2024
Added 110.66%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
5,140
shares
|
$1.93 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
5,137
shares
|
$1.93 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,136
shares
|
$1.93 Million
1.52% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$1.93 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
5,130
shares
|
$1.93 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
5,125
shares
|
$1.92 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
5,118
shares
|
$1.92 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,117
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,108
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
5,108
shares
|
$1.92 Million
1.47% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,104
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.54%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
5,103
shares
|
$1.92 Million
1.53% of portfolio
|
Q4 2024
New holding
|