Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,452 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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,985
shares
|
$1.87 Million
2.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,978
shares
|
$1.87 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,970
shares
|
$1.87 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,969
shares
|
$1.87 Million
2.25% of portfolio
|
Q4 2022
Added 8.66%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,966
shares
|
$1.86 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,962
shares
|
$1.86 Million
0.62% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
4,957
shares
|
$1.86 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
4,955
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
4,945
shares
|
$1.86 Million
1.5% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,937
shares
|
$1.85 Million
0.42% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,936
shares
|
$1.85 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
4,932
shares
|
$1.85 Million
0.56% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,928
shares
|
$1.85 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,924
shares
|
$1.85 Million
1.24% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,924
shares
|
$1.85 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,909
shares
|
$1.84 Million
0.49% of portfolio
|
Q4 2024
Added 40.18%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
4,902
shares
|
$1.84 Million
1.63% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
4,898
shares
|
$1.84 Million
1.74% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
4,890
shares
|
$1.84 Million
1.24% of portfolio
|
Q3 2023
New holding
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,884
shares
|
$1.83 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
4,868
shares
|
$1.83 Million
0.55% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
4,864
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
4,860
shares
|
$1.82 Million
1.49% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$1.82 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
4,854
shares
|
$1.82 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.82%
|