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 |
|---|---|---|---|---|---|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$432,100
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,117
shares
|
$432,100
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
1,113
shares
|
$430,552
0.35% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Feb 03, 2025 Q4 2024 |
1,111
shares
|
$429,779
0.2% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
1,105
shares
|
$427,458
0.15% of portfolio
|
Q4 2024
Reduced 61.99%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
1,100
shares
|
$425,524
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$425,524
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
1,100
shares
|
$425,524
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
1,094
shares
|
$423,202
0.18% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
1,092
shares
|
$422,429
0.25% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
Feb 11, 2025 Q4 2024 |
1,090
shares
|
$421,655
0.24% of portfolio
|
Q3 2023
Added 37.97%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$420,108
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,085
shares
|
$419,721
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
1,085
shares
|
$419,721
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
1,083
shares
|
$418,947
0.81% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,082
shares
|
$418,560
0.28% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,081
shares
|
$418,174
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,081
shares
|
$418,174
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
1,072
shares
|
$414,692
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,071
shares
|
$414,305
0.08% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$413,918
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
1,069
shares
|
$413,531
0.36% of portfolio
|
Q4 2024
Added 45.84%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$411,597
0.18% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,058
shares
|
$409,276
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
1,054
shares
|
$407,729
0.3% of portfolio
|
Q2 2024
New holding
|