Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,087 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,175
shares
|
$1.71 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,164
shares
|
$1.71 Million
0.32% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,156
shares
|
$1.7 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
4,148
shares
|
$1.7 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
4,147
shares
|
$1.7 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
4,136
shares
|
$1.69 Million
0.47% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
4,134
shares
|
$1.69 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,127
shares
|
$1.69 Million
0.67% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$1.68 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
4,107
shares
|
$1.68 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
4,099
shares
|
$1.68 Million
1.16% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
4,086
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
4,081
shares
|
$1.67 Million
0.55% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$1.67 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,071
shares
|
$1.67 Million
0.42% of portfolio
|
Q3 2024
Reduced 92.64%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,070
shares
|
$1.67 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4,066
shares
|
$1.67 Million
2.28% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$1.67 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,062
shares
|
$1.66 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,061
shares
|
$1.66 Million
0.88% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
4,059
shares
|
$1.66 Million
0.56% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
4,059
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,042
shares
|
$1.66 Million
1.93% of portfolio
|
Q4 2018
Reduced 72.2%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,040
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.27%
|