Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,262 institutions that hold shares in the stock, with a total of 5.11 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
477
shares
|
$195,827
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
471
shares
|
$193,364
0.08% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
471
shares
|
$193,364
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
464
shares
|
$190,490
0.16% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
454
shares
|
$186,385
0.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
445
shares
|
$182,690
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
443
shares
|
$181,869
0.13% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
430
shares
|
$176,532
0.12% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
420
shares
|
$172,426
2.82% of portfolio
|
Q4 2024
Reduced 85.0%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
399
shares
|
$163,805
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
391
shares
|
$160,521
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
390
shares
|
$160,110
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Feb 13, 2025 Q4 2024 |
382
shares
|
$156,826
0.04% of portfolio
|
Q4 2024
Reduced 80.71%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$151,078
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347
shares
|
$142,457
4.53% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
344
shares
|
$141,225
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$138,351
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
335
shares
|
$137,530
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
315
shares
|
$129,320
0.21% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
300
shares
|
$123,162
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
285
shares
|
$117,003
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
279
shares
|
$114,540
0.07% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$112,487
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$112,077
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
217
shares
|
$89,087
0.04% of portfolio
|
Q4 2023
New holding
|