Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,369 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$4.21 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
10,293
shares
|
$4.2 Million
0.48% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
10,283
shares
|
$4.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
10,277
shares
|
$4.2 Million
1.36% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
10,271
shares
|
$4.19 Million
1.82% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$4.19 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
10,254
shares
|
$4.19 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
10,242
shares
|
$4.18 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,238
shares
|
$4.18 Million
1.32% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,232
shares
|
$4.18 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$4.18 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
10,218
shares
|
$4.17 Million
4.28% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
10,215
shares
|
$4.17 Million
3.05% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,207
shares
|
$4.17 Million
0.58% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,171
shares
|
$4.15 Million
1.83% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
10,165
shares
|
$4.15 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
10,158
shares
|
$4.15 Million
1.22% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
10,156
shares
|
$4.15 Million
0.98% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
10,151
shares
|
$4.15 Million
3.59% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
10,150
shares
|
$4.15 Million
1.45% of portfolio
|
Q4 2024
Added 44.57%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,144
shares
|
$4.14 Million
2.32% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
10,141
shares
|
$4.14 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,140
shares
|
$4.14 Million
0.38% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
10,135
shares
|
$4.14 Million
3.33% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,105
shares
|
$4.13 Million
0.93% of portfolio
|
Q4 2024
Added 28.56%
|