Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,446 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
3,563
shares
|
$1.39 Million
0.81% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
3,560
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,557
shares
|
$1.39 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,551
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
3,541
shares
|
$1.39 Million
1.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
3,540
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,537
shares
|
$1.38 Million
0.29% of portfolio
|
Q4 2024
Added 87.84%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.38 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,525
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,519
shares
|
$1.38 Million
0.71% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
3,515
shares
|
$1.38 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,509
shares
|
$1.37 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.37 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$1.37 Million
6.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.36 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
3,486
shares
|
$1.36 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,478
shares
|
$1.36 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,476
shares
|
$1.36 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,475
shares
|
$1.36 Million
1.48% of portfolio
|
Q4 2024
Reduced 63.42%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
3,474
shares
|
$1.36 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,471
shares
|
$1.36 Million
1.49% of portfolio
|
Q2 2024
Added 82.3%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.36 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
3,468
shares
|
$1.36 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$1.36 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,467
shares
|
$1.36 Million
1.24% of portfolio
|
Q4 2024
Added 0.96%
|