Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,458 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 $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,645
shares
|
$1.41 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,627
shares
|
$1.41 Million
0.36% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
3,617
shares
|
$1.4 Million
0.53% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.4 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
3,610
shares
|
$1.4 Million
1.23% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
3,608
shares
|
$1.4 Million
0.58% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.39 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
3,591
shares
|
$1.39 Million
0.29% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
3,575
shares
|
$1.39 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
3,571
shares
|
$1.38 Million
1.49% of portfolio
|
Q4 2023
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,569
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
3,568
shares
|
$1.38 Million
0.68% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
3,566
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
Reduced 36.1%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
3,566
shares
|
$1.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
3,563
shares
|
$1.38 Million
0.81% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
3,560
shares
|
$1.38 Million
0.32% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,557
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,551
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
3,541
shares
|
$1.37 Million
1.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
3,540
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,537
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2024
Added 87.84%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,533
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.37 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
3,530
shares
|
$1.37 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,525
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.79%
|