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 |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
768
shares
|
$305,587
0.21% of portfolio
|
Q4 2024
Reduced 90.1%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
767
shares
|
$305,189
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
764
shares
|
$303,995
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
761
shares
|
$302,801
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
760
shares
|
$302,404
0.07% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$301,210
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
757
shares
|
$301,210
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
754
shares
|
$300,016
0.05% of portfolio
|
Q4 2024
Reduced 79.44%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
751
shares
|
$298,822
0.16% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
750
shares
|
$298,425
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
749
shares
|
$298,027
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
747
shares
|
$297,231
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
744
shares
|
$296,037
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
740
shares
|
$294,446
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
736
shares
|
$292,854
0.26% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
735
shares
|
$292,456
0.11% of portfolio
|
Q1 2024
Added 34.53%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
734
shares
|
$292,058
0.07% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
734
shares
|
$292,058
0.14% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
Corbyn Investment Management Inc
|
Feb 12, 2025 Q4 2024 |
733
shares
|
$291,660
0.15% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
732
shares
|
$291,262
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
728
shares
|
$289,671
0.15% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
728
shares
|
$289,671
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
728
shares
|
$289,671
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
715
shares
|
$284,498
0.1% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
712
shares
|
$283,304
0.23% of portfolio
|
Q4 2024
Added 11.25%
|