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 |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
14,657
shares
|
$5.98 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
14,655
shares
|
$5.98 Million
3.45% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
14,655
shares
|
$5.98 Million
1.45% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
14,640
shares
|
$5.98 Million
2.46% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
14,633
shares
|
$5.97 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
14,623
shares
|
$5.97 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
14,623
shares
|
$5.97 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
14,622
shares
|
$5.97 Million
0.68% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
14,621
shares
|
$5.97 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
14,601
shares
|
$5.96 Million
1.64% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
14,600
shares
|
$5.96 Million
1.63% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Karani Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,577
shares
|
$5.95 Million
5.74% of portfolio
|
Q4 2024
Added 66.8%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
14,571
shares
|
$5.95 Million
2.93% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
14,563
shares
|
$5.94 Million
5.46% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
14,557
shares
|
$5.94 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
14,556
shares
|
$5.94 Million
2.73% of portfolio
|
Q4 2024
Added 1719.5%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
14,545
shares
|
$5.94 Million
0.47% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,543
shares
|
$5.94 Million
1.75% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,542
shares
|
$5.94 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
14,509
shares
|
$5.92 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
14,507
shares
|
$5.92 Million
1.69% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
14,505
shares
|
$5.92 Million
4.15% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
14,475
shares
|
$5.91 Million
1.86% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Mizuho Markets Cayman LP
|
Feb 11, 2025 Q4 2024 |
14,466
shares
|
$5.91 Million
13.93% of portfolio
|
Q4 2024
Added 1826.23%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
14,445
shares
|
$5.9 Million
4.51% of portfolio
|
Q4 2024
Added 0.16%
|