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 |
|---|---|---|---|---|---|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
9,572
shares
|
$3.97 Million
3.09% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
9,556
shares
|
$3.96 Million
2.84% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
9,554
shares
|
$3.96 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
9,552
shares
|
$3.96 Million
1.65% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
9,546
shares
|
$3.96 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$3.95 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
9,523
shares
|
$3.95 Million
2.89% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,502
shares
|
$3.94 Million
2.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
9,501
shares
|
$3.94 Million
2.25% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
9,500
shares
|
$3.94 Million
0.7% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
9,494
shares
|
$3.94 Million
1.37% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
9,486
shares
|
$3.93 Million
2.18% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,483
shares
|
$3.93 Million
0.77% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Jan 16, 2025 Q4 2024 |
9,472
shares
|
$3.93 Million
2.69% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
9,466
shares
|
$3.93 Million
3.09% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,452
shares
|
$3.92 Million
0.24% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,448
shares
|
$3.92 Million
1.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
9,442
shares
|
$3.92 Million
2.29% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Feb 13, 2025 Q4 2024 |
9,438
shares
|
$3.91 Million
2.58% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
9,424
shares
|
$3.91 Million
3.68% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
9,423
shares
|
$3.91 Million
0.92% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
9,418
shares
|
$3.91 Million
1.23% of portfolio
|
Q4 2024
Added 830.63%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,404
shares
|
$3.9 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
9,400
shares
|
$3.9 Million
2.37% of portfolio
|
Q3 2023
Reduced 76.5%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
9,397
shares
|
$3.9 Million
3.31% of portfolio
|
Q4 2024
New holding
|