Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
22,016
shares
|
$8.99 Million
2.37% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
22,000
shares
|
$8.98 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
21,994
shares
|
$8.98 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,986
shares
|
$8.97 Million
0.96% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
21,837
shares
|
$8.91 Million
2.1% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
21,821
shares
|
$8.91 Million
5.45% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
21,820
shares
|
$8.91 Million
5.48% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,808
shares
|
$8.9 Million
5.94% of portfolio
|
Q4 2024
Added 55.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
21,806
shares
|
$8.9 Million
1.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
21,777
shares
|
$8.89 Million
2.68% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
21,721
shares
|
$8.87 Million
3.91% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
21,711
shares
|
$8.86 Million
3.24% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Parkwood LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
21,694
shares
|
$8.86 Million
1.04% of portfolio
|
Q4 2024
Reduced 64.21%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
21,692
shares
|
$8.85 Million
3.14% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
21,671
shares
|
$8.85 Million
3.81% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
21,647
shares
|
$8.84 Million
6.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
21,646
shares
|
$8.84 Million
1.65% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
21,631
shares
|
$8.83 Million
1.84% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,625
shares
|
$8.83 Million
1.79% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,620
shares
|
$8.83 Million
3.82% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
21,599
shares
|
$8.82 Million
3.86% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,593
shares
|
$8.81 Million
4.63% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
21,590
shares
|
$8.81 Million
2.39% of portfolio
|
Q4 2024
Reduced 33.75%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
21,576
shares
|
$8.81 Million
4.91% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
21,563
shares
|
$8.8 Million
4.45% of portfolio
|
Q4 2024
Added 2.27%
|