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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
15,609
shares
|
$6.37 Million
2.12% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
15,609
shares
|
$6.37 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
15,605
shares
|
$6.37 Million
1.65% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
15,604
shares
|
$6.37 Million
3.85% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
15,587
shares
|
$6.36 Million
2.53% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
15,571
shares
|
$6.36 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
15,538
shares
|
$6.34 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,536
shares
|
$6.34 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
15,527
shares
|
$6.34 Million
4.23% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
15,519
shares
|
$6.34 Million
3.55% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
15,512
shares
|
$6.33 Million
1.76% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
15,495
shares
|
$6.33 Million
7.26% of portfolio
|
Q2 2022
Added 62.12%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
15,482
shares
|
$6.32 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
15,479
shares
|
$6.32 Million
2.8% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
15,475
shares
|
$6.32 Million
0.97% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,456
shares
|
$6.31 Million
4.39% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
15,452
shares
|
$6.31 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
15,426
shares
|
$6.3 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
15,426
shares
|
$6.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Feb 12, 2025 Q4 2024 |
15,421
shares
|
$6.3 Million
3.79% of portfolio
|
Q4 2024
Added 59.69%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
15,420
shares
|
$6.29 Million
7.57% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,402
shares
|
$6.29 Million
1.36% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
15,399
shares
|
$6.29 Million
1.4% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
15,392
shares
|
$6.28 Million
1.89% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,382
shares
|
$6.28 Million
0.03% of portfolio
|
Q3 2022
Added 545.76%
|