Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
3,349
shares
|
$1.37 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
3,348
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
3,340
shares
|
$1.36 Million
0.78% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,329
shares
|
$1.36 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
3,327
shares
|
$1.36 Million
0.65% of portfolio
|
Q4 2024
Added 152.05%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,326
shares
|
$1.36 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
3,323
shares
|
$1.36 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
3,322
shares
|
$1.36 Million
0.78% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
3,303
shares
|
$1.35 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
3,295
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
3,293
shares
|
$1.34 Million
0.68% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.34 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
3,286
shares
|
$1.34 Million
0.46% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,286
shares
|
$1.34 Million
1.18% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.34 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
3,285
shares
|
$1.34 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
3,276
shares
|
$1.34 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.34 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
3,267
shares
|
$1.33 Million
0.87% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,267
shares
|
$1.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
3,266
shares
|
$1.33 Million
1.45% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,265
shares
|
$1.33 Million
0.74% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,264
shares
|
$1.33 Million
0.51% of portfolio
|
Q4 2024
Reduced 64.11%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,262
shares
|
$1.33 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.51%
|