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 $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
1,612
shares
|
$625,165
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
1,608
shares
|
$623,614
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
1,602
shares
|
$621,287
0.44% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
1,601
shares
|
$620,899
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
1,600
shares
|
$620,512
0.39% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Feb 10, 2025 Q4 2024 |
1,596
shares
|
$618,960
0.36% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
1,596
shares
|
$618,960
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,595
shares
|
$618,572
0.5% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
1,595
shares
|
$618,572
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,594
shares
|
$618,185
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1,592
shares
|
$617,409
0.42% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
1,592
shares
|
$617,409
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$616,633
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
1,580
shares
|
$612,755
0.74% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$608,877
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$608,877
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,570
shares
|
$608,877
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,567
shares
|
$607,713
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$603,835
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
1,546
shares
|
$599,569
0.36% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
1,544
shares
|
$598,794
0.08% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,543
shares
|
$598,406
0.23% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
1,538
shares
|
$596,467
0.51% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,534
shares
|
$594,915
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$593,364
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|