Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
824
shares
|
$327,869
0.19% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
821
shares
|
$326,675
0.24% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
820
shares
|
$326,278
0.63% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
818
shares
|
$325,482
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
816
shares
|
$324,686
0.01% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$324,288
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
815
shares
|
$324,288
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
807
shares
|
$321,105
0.2% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
805
shares
|
$320,309
0.14% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
801
shares
|
$318,717
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
800
shares
|
$318,320
0.18% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
797
shares
|
$317,126
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
795
shares
|
$316,330
0.16% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
795
shares
|
$316,330
0.17% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
788
shares
|
$313,545
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
785
shares
|
$312,351
0.17% of portfolio
|
Q1 2024
Added 27.64%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
784
shares
|
$311,953
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
781
shares
|
$310,759
0.18% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
780
shares
|
$310,362
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
777
shares
|
$309,168
0.16% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
775
shares
|
$308,372
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
775
shares
|
$308,372
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
773
shares
|
$307,576
0.17% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$306,780
0.18% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
768
shares
|
$305,587
0.21% of portfolio
|
Q4 2024
Reduced 90.1%
|