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 |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
568
shares
|
$226,007
0.15% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
567
shares
|
$225,609
0.14% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
566
shares
|
$225,211
0.18% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
565
shares
|
$224,813
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
564
shares
|
$224,415
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$224,017
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
562
shares
|
$223,619
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
559
shares
|
$222,426
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
558
shares
|
$222,028
0.23% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
548
shares
|
$218,049
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
545
shares
|
$216,855
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
542
shares
|
$215,661
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
540
shares
|
$214,866
0.21% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
540
shares
|
$214,866
0.08% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
540
shares
|
$214,866
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
533
shares
|
$212,080
0.04% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
532
shares
|
$211,682
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$208,897
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$208,897
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
522
shares
|
$207,703
0.28% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
521
shares
|
$207,305
0.08% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
520
shares
|
$206,908
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
518
shares
|
$206,112
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
514
shares
|
$204,520
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$202,133
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|