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 |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$386,840
0.23% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$386,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
999
shares
|
$386,453
0.21% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Feb 03, 2025 Q4 2024 |
997
shares
|
$385,679
0.25% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
994
shares
|
$384,518
0.13% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
992
shares
|
$383,745
0.36% of portfolio
|
Q4 2024
Added 16.84%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
986
shares
|
$381,424
0.07% of portfolio
|
Q2 2024
Added 7.29%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$378,329
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
977
shares
|
$377,942
0.29% of portfolio
|
Q4 2024
Reduced 45.2%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
976
shares
|
$377,555
0.14% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
976
shares
|
$377,555
0.2% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
975
shares
|
$377,169
0.28% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
971
shares
|
$375,621
0.27% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
970
shares
|
$375,234
0.13% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
965
shares
|
$373,300
0.3% of portfolio
|
Q4 2024
Reduced 73.45%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
964
shares
|
$372,913
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
955
shares
|
$369,432
0.19% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
955
shares
|
$369,432
0.23% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$368,271
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
950
shares
|
$367,498
0.03% of portfolio
|
Q4 2024
Reduced 48.65%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
944
shares
|
$365,176
0.14% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
942
shares
|
$364,403
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
940
shares
|
$363,629
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
937
shares
|
$362,469
0.22% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
935
shares
|
$361,695
0.02% of portfolio
|
Q4 2024
Added 5.06%
|