Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,406 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
30,493
shares
|
$12.3 Million
3.92% of portfolio
|
Q4 2024
Added 0.46%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30,481
shares
|
$12.3 Million
1.42% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
30,431
shares
|
$12.3 Million
3.44% of portfolio
|
Q4 2024
Added 1.59%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
30,430
shares
|
$12.3 Million
1.18% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
30,418
shares
|
$12.3 Million
5.26% of portfolio
|
Q4 2024
Added 4.1%
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
30,395
shares
|
$12.3 Million
3.8% of portfolio
|
Q4 2024
Added 5.68%
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
30,359
shares
|
$12.3 Million
3.31% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
30,342
shares
|
$12.3 Million
4.42% of portfolio
|
Q4 2024
Added 0.01%
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
30,340
shares
|
$12.3 Million
4.83% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
30,222
shares
|
$12.2 Million
5.97% of portfolio
|
Q4 2024
Added 4.02%
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
30,197
shares
|
$12.2 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
30,176
shares
|
$12.2 Million
12.26% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
30,129
shares
|
$12.2 Million
2.62% of portfolio
|
Q1 2024
Added 0.37%
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
30,127
shares
|
$12.2 Million
6.9% of portfolio
|
Q4 2024
Added 1.6%
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
30,113
shares
|
$12.2 Million
1.18% of portfolio
|
Q4 2024
Added 6.6%
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
30,087
shares
|
$12.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
30,005
shares
|
$12.1 Million
3.21% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
Bornite Capital Management LP
|
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$12.1 Million
2.16% of portfolio
|
Q4 2024
Reduced 70.0%
|
|
Telemark Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
30,000
shares
|
$12.1 Million
1.35% of portfolio
|
Q4 2024
Added 50.0%
|
|
Rovida Advisors Inc.
Newark, NJ |
Feb 11, 2025 Q4 2024 |
30,000
shares
|
$12.1 Million
10.01% of portfolio
|
Q4 2024
New holding
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$12.1 Million
2.23% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
29,995
shares
|
$12.1 Million
3.62% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
29,987
shares
|
$12.1 Million
1.26% of portfolio
|
Q4 2024
Added 1.08%
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
29,969
shares
|
$12.1 Million
7.59% of portfolio
|
Q4 2024
Added 18.58%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
29,967
shares
|
$12.1 Million
0.84% of portfolio
|
Q4 2024
Added 57.8%
|