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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,099
shares
|
$1.91 Million
0.86% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,090
shares
|
$1.91 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
5,087
shares
|
$1.91 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
5,080
shares
|
$1.91 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$1.91 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
5,077
shares
|
$1.91 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
5,077
shares
|
$1.91 Million
1.74% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,074
shares
|
$1.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,060
shares
|
$1.9 Million
1.25% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
5,060
shares
|
$1.9 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
5,037
shares
|
$1.89 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
5,030
shares
|
$1.89 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,026
shares
|
$1.89 Million
0.62% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
5,023
shares
|
$1.89 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Albar Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
5,021
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,019
shares
|
$1.88 Million
3.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,019
shares
|
$1.88 Million
1.58% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
5,011
shares
|
$1.88 Million
0.65% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Privium Fund Management B.V.
|
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
0.48% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
1.56% of portfolio
|
Q1 2020
Reduced 14.53%
|
|
|
Advent Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
2.91% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
2.25% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sonnipe LTD
Douglas, Y8 |
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
0.23% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$1.88 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
4,997
shares
|
$1.88 Million
1.78% of portfolio
|
Q4 2024
New holding
|