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 |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
6,383
shares
|
$2.43 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
6,377
shares
|
$2.42 Million
2.44% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
6,375
shares
|
$2.42 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
6,374
shares
|
$2.42 Million
1.05% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
6,373
shares
|
$2.42 Million
1.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
6,369
shares
|
$2.42 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
6,368
shares
|
$2.42 Million
0.63% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,352
shares
|
$2.41 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
6,347
shares
|
$2.41 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
6,328
shares
|
$2.41 Million
1.78% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
6,325
shares
|
$2.4 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
True Wealth Financial Partners
|
Feb 13, 2025 Q4 2024 |
6,324
shares
|
$2.4 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
6,324
shares
|
$2.4 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
6,318
shares
|
$2.4 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
6,318
shares
|
$2.4 Million
0.9% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$2.4 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
6,306
shares
|
$2.4 Million
0.94% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
6,306
shares
|
$2.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
6,295
shares
|
$2.39 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,291
shares
|
$2.39 Million
1.43% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,281
shares
|
$2.39 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
6,274
shares
|
$2.39 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,271
shares
|
$2.38 Million
0.79% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
6,257
shares
|
$2.38 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
6,255
shares
|
$2.38 Million
1.16% of portfolio
|
Q4 2024
Reduced 4.36%
|