Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,991 institutions that hold shares in the stock, with a total of 4.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
820
shares
|
$340,349
0.63% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
818
shares
|
$339,519
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
818
shares
|
$339,519
0.12% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$338,273
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
815
shares
|
$338,273
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
813
shares
|
$337,443
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
807
shares
|
$334,953
0.2% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
806
shares
|
$334,538
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
805
shares
|
$334,123
0.14% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
801
shares
|
$332,463
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
800
shares
|
$332,048
0.19% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
800
shares
|
$332,048
0.09% of portfolio
|
Q3 2024
Reduced 94.52%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
796
shares
|
$330,387
0.19% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
795
shares
|
$329,972
0.17% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
793
shares
|
$329,142
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
785
shares
|
$325,822
0.17% of portfolio
|
Q1 2024
Added 27.64%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
784
shares
|
$325,407
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
784
shares
|
$325,407
0.18% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
783
shares
|
$324,991
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
777
shares
|
$322,501
0.16% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
775
shares
|
$321,671
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$320,011
0.18% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
768
shares
|
$318,766
0.21% of portfolio
|
Q4 2024
Reduced 90.1%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
767
shares
|
$318,351
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
764
shares
|
$317,105
0.31% of portfolio
|
Q3 2024
New holding
|