Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
2,750
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
2,746
shares
|
$1.06 Million
5.56% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,741
shares
|
$1.06 Million
0.44% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
2,740
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
2,739
shares
|
$1.06 Million
1.24% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
2,737
shares
|
$1.06 Million
1.36% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,735
shares
|
$1.06 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,734
shares
|
$1.06 Million
0.65% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
2,730
shares
|
$1.06 Million
1.14% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
2,728
shares
|
$1.06 Million
1.26% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
2,720
shares
|
$1.05 Million
0.9% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.05 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
2,705
shares
|
$1.05 Million
0.59% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
2,701
shares
|
$1.04 Million
0.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
2,698
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,693
shares
|
$1.04 Million
0.48% of portfolio
|
Q4 2024
Added 29.35%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
2,688
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,687
shares
|
$1.04 Million
1.09% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Feb 14, 2025 Q4 2024 |
2,685
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
2,679
shares
|
$1.04 Million
1.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
2,675
shares
|
$1.03 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
2,667
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
2,663
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.62%
|