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 |
|---|---|---|---|---|---|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
532
shares
|
$220,811
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
527
shares
|
$218,736
0.18% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$217,906
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
525
shares
|
$217,906
0.08% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$217,906
0.0% of portfolio
|
Q1 2024
Reduced 48.78%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$217,906
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
521
shares
|
$216,246
0.08% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
514
shares
|
$213,340
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$210,850
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
507
shares
|
$210,435
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
507
shares
|
$210,435
0.04% of portfolio
|
Q2 2024
Reduced 58.17%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$207,530
0.06% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$207,530
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
497
shares
|
$206,284
0.1% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
496
shares
|
$205,869
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
494
shares
|
$205,039
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
493
shares
|
$204,624
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
492
shares
|
$204,209
0.08% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
488
shares
|
$202,549
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
483
shares
|
$200,473
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jan 14, 2025 Q4 2024 |
480
shares
|
$199,228
9.47% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
477
shares
|
$197,983
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
476
shares
|
$197,568
0.05% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
471
shares
|
$195,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
471
shares
|
$195,493
0.08% of portfolio
|
Q4 2024
Reduced 4.46%
|