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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Boulder Hill Capital Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,040
shares
|
$1.66 Million
3.63% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,038
shares
|
$1.65 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
4,038
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,031
shares
|
$1.65 Million
0.73% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,030
shares
|
$1.65 Million
0.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,030
shares
|
$1.65 Million
1.07% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,030
shares
|
$1.65 Million
0.55% of portfolio
|
Q1 2024
Added 73.56%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,020
shares
|
$1.65 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,019
shares
|
$1.65 Million
0.57% of portfolio
|
Q4 2024
Added 58.54%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$1.64 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
4,010
shares
|
$1.64 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
Feb 06, 2025 Q4 2024 |
4,000
shares
|
$1.64 Million
5.32% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.64 Million
0.48% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$1.64 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
3,994
shares
|
$1.64 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,982
shares
|
$1.63 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,980
shares
|
$1.63 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,980
shares
|
$1.63 Million
1.09% of portfolio
|
Q2 2024
Reduced 76.81%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
3,979
shares
|
$1.63 Million
0.24% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$1.63 Million
2.83% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,965
shares
|
$1.62 Million
1.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
3,958
shares
|
$1.62 Million
0.31% of portfolio
|
Q4 2024
Added 6.57%
|