Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,110
shares
|
$6.58 Million
2.18% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
16,100
shares
|
$6.57 Million
5.43% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
16,078
shares
|
$6.56 Million
2.7% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
16,062
shares
|
$6.56 Million
11.86% of portfolio
|
Q4 2024
Added 78.88%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,046
shares
|
$6.55 Million
1.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
16,044
shares
|
$6.55 Million
4.4% of portfolio
|
Q2 2023
Reduced 2.98%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
16,044
shares
|
$6.55 Million
4.61% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
16,041
shares
|
$6.55 Million
4.14% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
16,009
shares
|
$6.54 Million
0.84% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
16,006
shares
|
$6.53 Million
2.99% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
16,005
shares
|
$6.53 Million
4.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
16,003
shares
|
$6.53 Million
0.8% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
16,000
shares
|
$6.53 Million
5.46% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
15,991
shares
|
$6.53 Million
5.24% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
15,990
shares
|
$6.53 Million
2.64% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
15,985
shares
|
$6.53 Million
6.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
15,976
shares
|
$6.52 Million
5.47% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
15,962
shares
|
$6.52 Million
1.61% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
15,919
shares
|
$6.5 Million
3.12% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
15,903
shares
|
$6.49 Million
3.2% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
15,900
shares
|
$6.49 Million
5.89% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
15,899
shares
|
$6.49 Million
3.02% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
15,882
shares
|
$6.48 Million
4.34% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
15,875
shares
|
$6.48 Million
2.47% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
15,868
shares
|
$6.48 Million
4.98% of portfolio
|
Q4 2024
Reduced 3.23%
|