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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
14,174
shares
|
$5.79 Million
4.59% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
14,163
shares
|
$5.78 Million
1.88% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
14,140
shares
|
$5.77 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
14,134
shares
|
$5.77 Million
2.77% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
14,122
shares
|
$5.76 Million
2.8% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
14,113
shares
|
$5.76 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
14,112
shares
|
$5.76 Million
6.19% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
14,109
shares
|
$5.76 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
14,108
shares
|
$5.76 Million
3.88% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
14,093
shares
|
$5.75 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
14,091
shares
|
$5.75 Million
1.49% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
14,058
shares
|
$5.74 Million
5.28% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
14,056
shares
|
$5.74 Million
3.65% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
14,053
shares
|
$5.74 Million
4.66% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
14,044
shares
|
$5.73 Million
0.53% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
14,042
shares
|
$5.73 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$5.73 Million
5.6% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
14,026
shares
|
$5.73 Million
2.35% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
14,024
shares
|
$5.72 Million
2.11% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
14,022
shares
|
$5.72 Million
3.84% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
14,005
shares
|
$5.72 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,978
shares
|
$5.71 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13,949
shares
|
$5.69 Million
2.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
13,933
shares
|
$5.69 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
13,930
shares
|
$5.69 Million
5.69% of portfolio
|
Q4 2024
New holding
|