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 |
|---|---|---|---|---|---|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
12,429
shares
|
$5.07 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
12,419
shares
|
$5.07 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,419
shares
|
$5.07 Million
1.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Perkins Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
12,410
shares
|
$5.07 Million
5.04% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
12,406
shares
|
$5.06 Million
2.94% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$5.06 Million
6.26% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
12,399
shares
|
$5.06 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,390
shares
|
$5.06 Million
0.91% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
12,375
shares
|
$5.05 Million
4.82% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
12,373
shares
|
$5.05 Million
0.47% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
12,371
shares
|
$5.05 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
12,366
shares
|
$5.05 Million
3.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
12,364
shares
|
$5.05 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,348
shares
|
$5.04 Million
2.36% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
12,342
shares
|
$5.04 Million
4.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
12,339
shares
|
$5.04 Million
1.76% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
12,325
shares
|
$5.03 Million
4.75% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
12,307
shares
|
$5.02 Million
3.02% of portfolio
|
Q4 2024
Reduced 76.2%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,300
shares
|
$5.02 Million
5.2% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
12,295
shares
|
$5.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Feb 12, 2025 Q4 2024 |
12,262
shares
|
$5.01 Million
1.98% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
12,261
shares
|
$5.01 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,260
shares
|
$5 Million
2.94% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
12,260
shares
|
$5 Million
2.52% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
Feb 14, 2025 Q4 2024 |
12,250
shares
|
$5 Million
3.03% of portfolio
|
Q4 2024
Reduced 12.78%
|