Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,431 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 $1.96 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
6,505
shares
|
$2.47 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,501
shares
|
$2.47 Million
2.72% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
6,490
shares
|
$2.47 Million
2.43% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,489
shares
|
$2.47 Million
2.17% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,486
shares
|
$2.47 Million
0.5% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$2.46 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
6,481
shares
|
$2.46 Million
1.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
6,473
shares
|
$2.46 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
6,471
shares
|
$2.46 Million
2.23% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
6,470
shares
|
$2.46 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,465
shares
|
$2.46 Million
0.71% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
6,462
shares
|
$2.46 Million
0.66% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,461
shares
|
$2.46 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
6,460
shares
|
$2.46 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tiff Advisory Services Inc
|
Feb 06, 2025 Q4 2024 |
6,444
shares
|
$2.45 Million
0.88% of portfolio
|
Q4 2024
Reduced 61.11%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
6,443
shares
|
$2.45 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
6,437
shares
|
$2.45 Million
3.43% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$2.45 Million
0.98% of portfolio
|
Q1 2022
Added 1.59%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
6,426
shares
|
$2.44 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,420
shares
|
$2.44 Million
0.63% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
6,418
shares
|
$2.44 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
6,411
shares
|
$2.44 Million
1.16% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,397
shares
|
$2.43 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
6,395
shares
|
$2.43 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
6,392
shares
|
$2.43 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.88%
|