Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,436 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 $1.98 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,271
shares
|
$2.4 Million
0.79% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
6,257
shares
|
$2.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
6,255
shares
|
$2.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$2.4 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
6,250
shares
|
$2.4 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
6,248
shares
|
$2.39 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
6,246
shares
|
$2.39 Million
1.02% of portfolio
|
Q3 2022
Added 13.6%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,244
shares
|
$2.39 Million
0.49% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
6,233
shares
|
$2.39 Million
1.59% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
6,232
shares
|
$2.39 Million
0.93% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
6,228
shares
|
$2.39 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
6,225
shares
|
$2.39 Million
1.26% of portfolio
|
Q4 2024
Added 590.9%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$2.39 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,223
shares
|
$2.39 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
6,221
shares
|
$2.38 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Sone Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,206
shares
|
$2.38 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
6,204
shares
|
$2.38 Million
1.99% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
6,196
shares
|
$2.37 Million
0.35% of portfolio
|
Q4 2024
Added 54.44%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
6,193
shares
|
$2.37 Million
1.96% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
6,187
shares
|
$2.37 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
6,180
shares
|
$2.37 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,178
shares
|
$2.37 Million
0.12% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
6,172
shares
|
$2.37 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$2.36 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$2.36 Million
0.57% of portfolio
|
Q4 2022
New holding
|