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 |
|---|---|---|---|---|---|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
712
shares
|
$283,304
0.12% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Feb 04, 2025 Q4 2024 |
710
shares
|
$282,509
0.1% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
709
shares
|
$282,111
0.15% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
708
shares
|
$281,713
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
707
shares
|
$281,315
0.24% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$280,519
0.09% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
702
shares
|
$279,325
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
699
shares
|
$278,132
0.15% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
695
shares
|
$276,540
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
692
shares
|
$275,346
0.3% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
691
shares
|
$274,948
0.12% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
691
shares
|
$274,948
0.07% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
690
shares
|
$274,551
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
687
shares
|
$273,357
0.13% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
683
shares
|
$271,765
0.02% of portfolio
|
Q4 2024
Added 45.01%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
683
shares
|
$271,765
0.12% of portfolio
|
Q4 2024
Reduced 49.85%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
680
shares
|
$270,572
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
680
shares
|
$270,572
0.06% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
680
shares
|
$270,572
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
679
shares
|
$270,174
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
679
shares
|
$270,174
0.2% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
679
shares
|
$270,174
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
676
shares
|
$268,980
0.48% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
675
shares
|
$268,582
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
670
shares
|
$266,593
0.05% of portfolio
|
Q3 2024
Added 13.18%
|