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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
14,923
shares
|
$6.09 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
14,913
shares
|
$6.09 Million
5.99% of portfolio
|
Q4 2024
New holding
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
14,912
shares
|
$6.09 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
14,898
shares
|
$6.08 Million
2.68% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
14,891
shares
|
$6.08 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
14,879
shares
|
$6.07 Million
4.54% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
14,879
shares
|
$6.07 Million
5.3% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
14,861
shares
|
$6.07 Million
5.47% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,855
shares
|
$6.06 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,855
shares
|
$6.06 Million
4.27% of portfolio
|
Q3 2022
Added 717.56%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
14,844
shares
|
$6.06 Million
1.33% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,840
shares
|
$6.06 Million
2.51% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
14,837
shares
|
$6.06 Million
2.4% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
14,764
shares
|
$6.03 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
14,763
shares
|
$6.03 Million
3.97% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,756
shares
|
$6.02 Million
1.74% of portfolio
|
Q4 2024
Reduced 72.17%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
14,752
shares
|
$6.02 Million
2.03% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
14,751
shares
|
$6.02 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
14,745
shares
|
$6.02 Million
2.05% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,736
shares
|
$6.02 Million
1.61% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
14,732
shares
|
$6.01 Million
2.39% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
14,719
shares
|
$6.01 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
14,710
shares
|
$6 Million
1.99% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
14,695
shares
|
$6 Million
2.44% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,695
shares
|
$6 Million
1.36% of portfolio
|
Q2 2024
New holding
|