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 |
|---|---|---|---|---|---|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
10,242
shares
|
$3.97 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,238
shares
|
$3.97 Million
1.32% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,232
shares
|
$3.97 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$3.97 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
10,218
shares
|
$3.96 Million
4.28% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
10,215
shares
|
$3.96 Million
3.05% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,207
shares
|
$3.96 Million
0.58% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
10,206
shares
|
$3.96 Million
1.2% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,171
shares
|
$3.94 Million
1.83% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
10,165
shares
|
$3.94 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
10,156
shares
|
$3.94 Million
0.98% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
10,151
shares
|
$3.94 Million
3.59% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
10,150
shares
|
$3.94 Million
1.45% of portfolio
|
Q4 2024
Added 44.57%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,144
shares
|
$3.93 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
|
$3.93 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,140
shares
|
$3.93 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
|
$3.93 Million
3.33% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,105
shares
|
$3.92 Million
0.93% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Accuvest Global Advisors
Provo, UT |
Jan 31, 2025 Q4 2024 |
10,097
shares
|
$3.92 Million
6.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
10,095
shares
|
$3.92 Million
1.96% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
10,092
shares
|
$3.91 Million
1.04% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$3.9 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,041
shares
|
$3.89 Million
1.97% of portfolio
|
Q4 2024
Added 48.32%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
10,028
shares
|
$3.89 Million
0.51% of portfolio
|
Q4 2024
Added 35.59%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,022
shares
|
$3.89 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.31%
|