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 |
|---|---|---|---|---|---|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$8.16 Million
3.86% of portfolio
|
Q3 2023
Added 127.27%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
19,985
shares
|
$8.16 Million
3.36% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
19,970
shares
|
$8.15 Million
3.24% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
19,969
shares
|
$8.15 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,965
shares
|
$8.15 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
19,963
shares
|
$8.15 Million
3.59% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
19,950
shares
|
$8.14 Million
3.66% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,932
shares
|
$8.14 Million
3.43% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
19,911
shares
|
$8.13 Million
3.94% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Feb 13, 2025 Q4 2024 |
19,911
shares
|
$8.13 Million
5.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
19,888
shares
|
$8.12 Million
2.99% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
19,869
shares
|
$8.11 Million
1.91% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
19,867
shares
|
$8.11 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
19,862
shares
|
$8.11 Million
0.16% of portfolio
|
Q4 2024
Added 68.56%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
19,849
shares
|
$8.1 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
19,837
shares
|
$8.1 Million
4.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
19,834
shares
|
$8.1 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
19,831
shares
|
$8.1 Million
2.6% of portfolio
|
Q4 2024
Reduced 79.11%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
19,803
shares
|
$8.08 Million
3.29% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
19,790
shares
|
$8.08 Million
4.91% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,765
shares
|
$8.07 Million
4.27% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
19,748
shares
|
$8.06 Million
2.38% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
19,743
shares
|
$8.06 Million
4.19% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
19,731
shares
|
$8.05 Million
0.66% of portfolio
|
Q4 2024
Added 823.3%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
19,712
shares
|
$8.05 Million
3.86% of portfolio
|
Q4 2024
Reduced 0.19%
|