Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,119 institutions that hold shares in the stock, with a total of 5 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
5,522
shares
|
$2.28 Million
0.68% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
5,510
shares
|
$2.27 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,506
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
5,504
shares
|
$2.27 Million
3.02% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
5,503
shares
|
$2.27 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
5,496
shares
|
$2.27 Million
0.6% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.26 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
5,487
shares
|
$2.26 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,483
shares
|
$2.26 Million
0.83% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
5,478
shares
|
$2.26 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,475
shares
|
$2.26 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,472
shares
|
$2.26 Million
1.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,455
shares
|
$2.25 Million
2.84% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$2.25 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$2.24 Million
0.83% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
5,431
shares
|
$2.24 Million
0.68% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,419
shares
|
$2.23 Million
2.1% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$2.23 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
5,390
shares
|
$2.22 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
5,389
shares
|
$2.22 Million
0.09% of portfolio
|
Q3 2024
Added 132.38%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,382
shares
|
$2.22 Million
1.0% of portfolio
|
Q4 2024
Added 77.27%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
5,376
shares
|
$2.22 Million
0.13% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.21 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,363
shares
|
$2.21 Million
2.07% of portfolio
|
Q4 2024
New holding
|