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 |
|---|---|---|---|---|---|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
935
shares
|
$361,695
0.17% of portfolio
|
Q1 2024
Added 10.26%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
935
shares
|
$361,695
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
932
shares
|
$360,534
0.06% of portfolio
|
Q4 2024
Added 689.83%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
931
shares
|
$360,148
0.42% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
927
shares
|
$358,600
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
926
shares
|
$358,213
0.14% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
924
shares
|
$357,440
0.44% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$355,892
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
917
shares
|
$354,732
0.19% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$353,958
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
914
shares
|
$353,571
0.21% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
913
shares
|
$353,184
0.31% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
910
shares
|
$352,024
3.99% of portfolio
|
Q4 2024
Added 34.22%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
905
shares
|
$350,090
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$348,156
0.32% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
899
shares
|
$347,769
0.31% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
896
shares
|
$346,608
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
895
shares
|
$346,221
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
895
shares
|
$346,221
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
890
shares
|
$344,287
0.02% of portfolio
|
Q4 2024
Reduced 99.36%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
888
shares
|
$343,513
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
886
shares
|
$342,740
0.02% of portfolio
|
Q4 2024
Added 81.56%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
883
shares
|
$341,579
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
882
shares
|
$341,192
0.61% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
877
shares
|
$339,258
0.19% of portfolio
|
Q4 2024
Reduced 2.66%
|