Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,008 institutions that hold shares in the stock, with a total of 4.98 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 |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
601
shares
|
$246,962
0.19% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$246,552
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
600
shares
|
$246,552
0.02% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
600
shares
|
$246,552
0.06% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
598
shares
|
$245,730
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$244,908
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
593
shares
|
$243,675
0.24% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
591
shares
|
$242,853
0.2% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
590
shares
|
$242,442
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
587
shares
|
$241,210
0.08% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$238,333
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
575
shares
|
$236,279
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
568
shares
|
$233,402
0.15% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
564
shares
|
$231,758
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$231,347
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
562
shares
|
$230,937
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
562
shares
|
$230,937
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
559
shares
|
$229,704
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
548
shares
|
$225,184
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
548
shares
|
$225,184
0.09% of portfolio
|
Q3 2024
Reduced 57.59%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
545
shares
|
$223,951
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
543
shares
|
$223,129
0.13% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
542
shares
|
$222,718
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
540
shares
|
$221,896
0.08% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
540
shares
|
$221,896
0.15% of portfolio
|
Q4 2023
New holding
|