Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,391 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 $2.13 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvin Capital Management LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
9,918
shares
|
$4.11 Million
1.17% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
9,917
shares
|
$4.11 Million
1.29% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
9,910
shares
|
$4.11 Million
3.55% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
9,904
shares
|
$4.11 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$4.1 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
9,880
shares
|
$4.1 Million
1.05% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,869
shares
|
$4.09 Million
1.49% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,845
shares
|
$4.08 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,842
shares
|
$4.08 Million
0.76% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
9,834
shares
|
$4.08 Million
1.71% of portfolio
|
Q2 2022
Reduced 36.78%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
9,834
shares
|
$4.08 Million
3.16% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,834
shares
|
$4.08 Million
2.68% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,826
shares
|
$4.08 Million
0.39% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
9,826
shares
|
$4.08 Million
0.77% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,819
shares
|
$4.07 Million
1.68% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,815
shares
|
$4.07 Million
2.52% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
9,809
shares
|
$4.07 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tsai Capital Corp
New York, NY |
Feb 12, 2025 Q4 2024 |
9,797
shares
|
$4.06 Million
3.53% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,794
shares
|
$4.06 Million
3.95% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
9,788
shares
|
$4.06 Million
0.34% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
9,787
shares
|
$4.06 Million
1.58% of portfolio
|
Q4 2024
Reduced 25.03%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$4.06 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
9,771
shares
|
$4.05 Million
1.26% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
9,761
shares
|
$4.05 Million
2.97% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
9,758
shares
|
$4.05 Million
1.59% of portfolio
|
Q4 2024
Added 19.98%
|