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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
9,754
shares
|
$4.05 Million
2.3% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
9,751
shares
|
$4.04 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Game Creek Capital, LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,750
shares
|
$4.04 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,750
shares
|
$4.04 Million
0.68% of portfolio
|
Q4 2024
Added 489.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
9,750
shares
|
$4.04 Million
1.5% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
9,744
shares
|
$4.04 Million
2.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
9,742
shares
|
$4.04 Million
1.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
9,735
shares
|
$4.04 Million
2.13% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
9,734
shares
|
$4.04 Million
1.71% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,725
shares
|
$4.03 Million
0.88% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.03 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.03 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,701
shares
|
$4.02 Million
1.17% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.02 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
9,685
shares
|
$4.02 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,676
shares
|
$4.01 Million
1.68% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
9,676
shares
|
$4.01 Million
3.28% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.01 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
9,667
shares
|
$4.01 Million
2.74% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
9,659
shares
|
$4.01 Million
1.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
9,655
shares
|
$4 Million
0.42% of portfolio
|
Q4 2024
Reduced 67.02%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
9,625
shares
|
$3.99 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,606
shares
|
$3.98 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,594
shares
|
$3.98 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$3.98 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|