Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Galibier Capital Management Ltd.
|
Jan 15, 2025 Q4 2024 |
2,058
shares
|
$796,116
0.28% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$795,729
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
2,053
shares
|
$794,182
0.78% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,053
shares
|
$794,182
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,046
shares
|
$791,474
1.0% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Hoya Capital Real Estate, LLC
|
Feb 07, 2025 Q4 2024 |
2,044
shares
|
$790,700
16.26% of portfolio
|
Q4 2021
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$787,606
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,035
shares
|
$787,219
0.4% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
2,032
shares
|
$786,058
0.38% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
2,028
shares
|
$784,511
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
2,024
shares
|
$782,964
0.52% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,018
shares
|
$780,643
0.53% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$778,322
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$773,680
6.84% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,990
shares
|
$769,811
0.62% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
1,990
shares
|
$769,811
0.37% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,987
shares
|
$768,651
0.11% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,984
shares
|
$767,490
0.7% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,982
shares
|
$766,716
0.15% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,982
shares
|
$766,716
0.21% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,976
shares
|
$764,395
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,971
shares
|
$762,461
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
1,969
shares
|
$761,687
0.36% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
1,965
shares
|
$760,140
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
1,958
shares
|
$757,432
0.12% of portfolio
|
Q4 2024
Added 18.31%
|