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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$1.61 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
4,290
shares
|
$1.61 Million
1.66% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
4,288
shares
|
$1.61 Million
1.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
4,288
shares
|
$1.61 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
4,282
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,266
shares
|
$1.6 Million
1.63% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
4,265
shares
|
$1.6 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,264
shares
|
$1.6 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
4,262
shares
|
$1.6 Million
0.82% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,258
shares
|
$1.6 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
4,252
shares
|
$1.6 Million
1.34% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
4,247
shares
|
$1.59 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,239
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4,236
shares
|
$1.59 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
4,235
shares
|
$1.59 Million
1.14% of portfolio
|
Q4 2024
Added 31.16%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
4,234
shares
|
$1.59 Million
0.45% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Bridger Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,230
shares
|
$1.59 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
4,218
shares
|
$1.58 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Mar 04, 2025 Q4 2024 |
4,215
shares
|
$1.58 Million
0.24% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
4,214
shares
|
$1.58 Million
0.41% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
4,204
shares
|
$1.58 Million
0.82% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,199
shares
|
$1.58 Million
0.85% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
4,198
shares
|
$1.58 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,197
shares
|
$1.58 Million
1.64% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$1.57 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|