Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
7,831
shares
|
$3.2 Million
2.5% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,831
shares
|
$3.2 Million
1.59% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
7,827
shares
|
$3.2 Million
1.89% of portfolio
|
Q4 2024
Added 39.64%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
7,822
shares
|
$3.19 Million
1.95% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
7,807
shares
|
$3.19 Million
1.2% of portfolio
|
Q3 2024
Added 1959.89%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
7,804
shares
|
$3.19 Million
2.15% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
7,796
shares
|
$3.18 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,795
shares
|
$3.18 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
7,788
shares
|
$3.18 Million
0.51% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
7,786
shares
|
$3.18 Million
2.47% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,783
shares
|
$3.18 Million
0.29% of portfolio
|
Q4 2023
Reduced 3.11%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
7,769
shares
|
$3.17 Million
1.5% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
7,768
shares
|
$3.17 Million
2.42% of portfolio
|
Q4 2024
Reduced 22.05%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
7,765
shares
|
$3.17 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
7,759
shares
|
$3.17 Million
1.14% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
7,750
shares
|
$3.17 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,749
shares
|
$3.16 Million
0.8% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
7,748
shares
|
$3.16 Million
0.53% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,744
shares
|
$3.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 68.91%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
7,742
shares
|
$3.16 Million
1.07% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
7,723
shares
|
$3.15 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
7,714
shares
|
$3.15 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
7,702
shares
|
$3.15 Million
2.96% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
7,700
shares
|
$3.14 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
7,697
shares
|
$3.14 Million
1.07% of portfolio
|
Q4 2024
Added 0.08%
|