Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,450 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,127
shares
|
$1.56 Million
0.67% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
4,126
shares
|
$1.56 Million
0.71% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$1.56 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
4,107
shares
|
$1.56 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
4,099
shares
|
$1.55 Million
1.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Feb 20, 2025 Q4 2024 |
4,091
shares
|
$1.55 Million
4.82% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,084
shares
|
$1.55 Million
0.9% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,081
shares
|
$1.55 Million
0.55% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
4,078
shares
|
$1.54 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$1.54 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$1.54 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,062
shares
|
$1.54 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
4,061
shares
|
$1.54 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
4,059
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
4,059
shares
|
$1.54 Million
0.3% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,056
shares
|
$1.54 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Georgetown University
Washington, DC |
Feb 14, 2025 Q4 2024 |
4,045
shares
|
$1.53 Million
0.53% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,040
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,038
shares
|
$1.53 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,031
shares
|
$1.53 Million
0.73% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,030
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,030
shares
|
$1.53 Million
0.55% of portfolio
|
Q1 2024
Added 73.56%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,020
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,019
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2024
Added 58.54%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
4,012
shares
|
$1.52 Million
1.16% of portfolio
|
Q4 2024
New holding
|