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 |
|---|---|---|---|---|---|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$82,108
0.01% of portfolio
|
Q3 2024
Reduced 66.89%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
199
shares
|
$81,697
0.05% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2024 Q3 2024 |
194
shares
|
$79,644
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
190
shares
|
$78,002
0.01% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
180
shares
|
$73,897
0.03% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
172
shares
|
$70,612
3.15% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
170
shares
|
$69,791
0.1% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
164
shares
|
$67,328
0.04% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
148
shares
|
$60,759
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
144
shares
|
$59,117
0.04% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
140
shares
|
$57,475
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
138
shares
|
$56,654
0.04% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$48,443
0.05% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
118
shares
|
$48,443
0.01% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
110
shares
|
$45,159
0.03% of portfolio
|
Q4 2024
Added 144.44%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
104
shares
|
$42,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$41,054
0.03% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
95
shares
|
$39,001
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
90
shares
|
$36,948
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
80
shares
|
$32,843
3.1% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$31,611
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
45
shares
|
$18,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$18,474
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
45
shares
|
$18,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
39
shares
|
$16,011
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|