Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
10,468
shares
|
$4.06 Million
1.66% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
10,465
shares
|
$4.06 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
10,460
shares
|
$4.06 Million
3.49% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
10,459
shares
|
$4.06 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
10,448
shares
|
$4.05 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
10,446
shares
|
$4.05 Million
3.38% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
10,439
shares
|
$4.05 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
10,425
shares
|
$4.04 Million
1.42% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$4.03 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
10,399
shares
|
$4.03 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
10,381
shares
|
$4.03 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
10,352
shares
|
$4.01 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$4.01 Million
3.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,349
shares
|
$4.01 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,334
shares
|
$4.01 Million
2.26% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
10,331
shares
|
$4.01 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,329
shares
|
$4.01 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,325
shares
|
$4 Million
1.78% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$4 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
10,293
shares
|
$3.99 Million
0.48% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
10,283
shares
|
$3.99 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
10,277
shares
|
$3.99 Million
1.36% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
10,271
shares
|
$3.98 Million
1.82% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$3.98 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
10,254
shares
|
$3.98 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.41%
|