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 |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$78,074
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
172
shares
|
$70,678
3.15% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$69,856
0.1% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
144
shares
|
$59,172
0.04% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
140
shares
|
$57,528
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
138
shares
|
$56,706
0.04% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$48,488
0.05% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
118
shares
|
$48,488
0.01% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
110
shares
|
$45,201
0.03% of portfolio
|
Q4 2024
Added 144.44%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$41,092
0.03% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Lion Point Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$41,092
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
95
shares
|
$39,037
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
90
shares
|
$36,982
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
80
shares
|
$32,873
3.1% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$31,640
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
45
shares
|
$18,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$18,491
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$16,025
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
20
shares
|
$8,218
0.01% of portfolio
|
Q2 2024
Reduced 85.61%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18
shares
|
$7,396
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$4,931
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$4,109
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
3
shares
|
$1,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|