Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,262 institutions that hold shares in the stock, with a total of 5.11 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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
7,001
shares
|
$2.87 Million
2.08% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
7,000
shares
|
$2.87 Million
2.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$2.87 Million
2.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,975
shares
|
$2.86 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
6,973
shares
|
$2.86 Million
1.48% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
6,972
shares
|
$2.86 Million
3.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
6,970
shares
|
$2.86 Million
0.86% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
6,966
shares
|
$2.86 Million
1.34% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
6,964
shares
|
$2.86 Million
3.02% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
6,961
shares
|
$2.86 Million
1.25% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
6,916
shares
|
$2.84 Million
1.13% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
6,915
shares
|
$2.84 Million
1.31% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
6,909
shares
|
$2.84 Million
0.56% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
6,908
shares
|
$2.84 Million
1.68% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
6,903
shares
|
$2.83 Million
2.31% of portfolio
|
Q4 2024
Added 115.85%
|
|
|
Brooktree Capital Management
|
Feb 10, 2025 Q4 2024 |
6,889
shares
|
$2.83 Million
2.22% of portfolio
|
Q2 2024
Reduced 18.8%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,880
shares
|
$2.82 Million
0.67% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
6,867
shares
|
$2.82 Million
0.12% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
6,863
shares
|
$2.82 Million
1.46% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
6,858
shares
|
$2.82 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,855
shares
|
$2.81 Million
0.88% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,850
shares
|
$2.81 Million
1.12% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,848
shares
|
$2.81 Million
0.22% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,843
shares
|
$2.81 Million
0.53% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
6,842
shares
|
$2.81 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.18%
|