Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,382 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 $2.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$3.73 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
9,102
shares
|
$3.73 Million
2.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,101
shares
|
$3.73 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
9,101
shares
|
$3.73 Million
0.08% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
9,100
shares
|
$3.73 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
9,067
shares
|
$3.71 Million
1.05% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,060
shares
|
$3.71 Million
0.74% of portfolio
|
Q2 2023
Reduced 21.05%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,057
shares
|
$3.71 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
9,056
shares
|
$3.71 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,039
shares
|
$3.7 Million
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
9,025
shares
|
$3.7 Million
2.44% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
9,009
shares
|
$3.69 Million
1.1% of portfolio
|
Q4 2024
Added 871.84%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
9,009
shares
|
$3.69 Million
0.86% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
9,003
shares
|
$3.69 Million
1.99% of portfolio
|
Q4 2024
Added 109.42%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,002
shares
|
$3.69 Million
0.82% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
8,994
shares
|
$3.68 Million
0.07% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Feb 10, 2025 Q4 2024 |
8,989
shares
|
$3.68 Million
0.23% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
8,985
shares
|
$3.68 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,977
shares
|
$3.68 Million
3.31% of portfolio
|
Q4 2022
Added 10.39%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
8,976
shares
|
$3.68 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,970
shares
|
$3.67 Million
0.87% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
8,968
shares
|
$3.67 Million
1.89% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
8,966
shares
|
$3.67 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
8,965
shares
|
$3.67 Million
1.9% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
8,961
shares
|
$3.67 Million
2.0% of portfolio
|
Q1 2024
Reduced 1.06%
|