Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,455 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
4,466
shares
|
$1.68 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,463
shares
|
$1.68 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
4,460
shares
|
$1.67 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
4,458
shares
|
$1.67 Million
1.14% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
4,457
shares
|
$1.67 Million
0.82% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,456
shares
|
$1.67 Million
0.58% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,455
shares
|
$1.67 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,454
shares
|
$1.67 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
4,453
shares
|
$1.67 Million
0.74% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,449
shares
|
$1.67 Million
1.17% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
4,447
shares
|
$1.67 Million
0.48% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,437
shares
|
$1.67 Million
0.59% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$1.66 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,434
shares
|
$1.66 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,430
shares
|
$1.66 Million
1.24% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
4,430
shares
|
$1.66 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
4,427
shares
|
$1.66 Million
1.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,407
shares
|
$1.65 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
4,403
shares
|
$1.65 Million
1.07% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
4,400
shares
|
$1.65 Million
1.19% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
4,392
shares
|
$1.65 Million
0.37% of portfolio
|
Q4 2024
Reduced 82.44%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
4,388
shares
|
$1.65 Million
0.78% of portfolio
|
Q4 2024
Reduced 29.16%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
4,387
shares
|
$1.65 Million
0.89% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
4,385
shares
|
$1.65 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,379
shares
|
$1.64 Million
0.46% of portfolio
|
Q4 2024
Added 4.89%
|