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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
5,472
shares
|
$2.25 Million
1.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.24 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,455
shares
|
$2.24 Million
2.84% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
5,455
shares
|
$2.24 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,438
shares
|
$2.23 Million
0.83% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
5,431
shares
|
$2.23 Million
0.68% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
5,411
shares
|
$2.22 Million
0.93% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Dalton Investments LLC
|
Feb 13, 2025 Q4 2024 |
5,400
shares
|
$2.22 Million
1.48% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$2.22 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,382
shares
|
$2.21 Million
1.0% of portfolio
|
Q4 2024
Added 77.27%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
5,376
shares
|
$2.21 Million
0.13% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.2 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,363
shares
|
$2.2 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,362
shares
|
$2.2 Million
0.24% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
5,353
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
5,348
shares
|
$2.2 Million
0.57% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,347
shares
|
$2.2 Million
2.7% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
5,341
shares
|
$2.19 Million
1.8% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
5,339
shares
|
$2.19 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
5,321
shares
|
$2.18 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
5,310
shares
|
$2.18 Million
1.46% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
5,303
shares
|
$2.18 Million
1.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,302
shares
|
$2.18 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
5,290
shares
|
$2.17 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$2.17 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|