Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
1,083
shares
|
$480,916
0.81% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,082
shares
|
$480,472
0.28% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
1,082
shares
|
$480,472
0.37% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
1,081
shares
|
$480,028
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$475,144
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
1,069
shares
|
$474,700
0.36% of portfolio
|
Q4 2024
Added 45.84%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,062
shares
|
$471,591
0.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,058
shares
|
$469,815
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
1,054
shares
|
$468,039
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
1,053
shares
|
$467,595
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,052
shares
|
$467,151
0.31% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
1,050
shares
|
$466,263
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
1,050
shares
|
$466,263
0.38% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$461,822
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
1,040
shares
|
$461,822
0.35% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$459,602
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
1,034
shares
|
$459,158
0.26% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$458,713
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Exane Asset Management
|
Nov 05, 2024 Q3 2024 |
1,029
shares
|
$456,937
0.41% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,026
shares
|
$455,605
0.19% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
1,022
shares
|
$453,829
0.75% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,016
shares
|
$451,164
0.17% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
1,016
shares
|
$451,164
0.15% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Oct 21, 2024 Q3 2024 |
1,011
shares
|
$448,944
0.47% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$448,056
0.11% of portfolio
|
Q3 2024
Reduced 16.95%
|