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 |
|---|---|---|---|---|---|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
3,129
shares
|
$1.28 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,128
shares
|
$1.28 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
3,123
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Long Road Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,117
shares
|
$1.27 Million
0.54% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.27 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.26 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,093
shares
|
$1.26 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.26 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
3,086
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
3,083
shares
|
$1.26 Million
1.11% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
3,076
shares
|
$1.26 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.26 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,067
shares
|
$1.25 Million
0.95% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
3,066
shares
|
$1.25 Million
0.69% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
3,056
shares
|
$1.25 Million
0.99% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
3,055
shares
|
$1.25 Million
2.5% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,052
shares
|
$1.25 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
3,050
shares
|
$1.25 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
3,049
shares
|
$1.25 Million
0.46% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,045
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,044
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$1.24 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.24 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
3,030
shares
|
$1.24 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.24 Million
1.36% of portfolio
|
Q4 2024
New holding
|