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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
13,919
shares
|
$5.68 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
13,915
shares
|
$5.68 Million
2.31% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
13,907
shares
|
$5.68 Million
4.07% of portfolio
|
Q3 2024
Added 27.53%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
13,905
shares
|
$5.68 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Shares Advisors LLC
|
Feb 04, 2025 Q4 2024 |
13,902
shares
|
$5.67 Million
4.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,892
shares
|
$5.67 Million
0.57% of portfolio
|
Q4 2024
Added 47.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
13,885
shares
|
$5.67 Million
2.2% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
13,881
shares
|
$5.67 Million
1.38% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
13,877
shares
|
$5.66 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
13,872
shares
|
$5.66 Million
3.49% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
13,856
shares
|
$5.66 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
13,831
shares
|
$5.65 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
13,831
shares
|
$5.65 Million
2.87% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
13,828
shares
|
$5.64 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
13,828
shares
|
$5.64 Million
2.31% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
13,823
shares
|
$5.64 Million
0.36% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
13,818
shares
|
$5.64 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
13,809
shares
|
$5.64 Million
0.67% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Zimmer Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,800
shares
|
$5.63 Million
0.11% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
13,795
shares
|
$5.63 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,789
shares
|
$5.63 Million
1.46% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
13,787
shares
|
$5.63 Million
1.8% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
13,754
shares
|
$5.61 Million
5.39% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
13,743
shares
|
$5.61 Million
2.89% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Feb 13, 2025 Q4 2024 |
13,740
shares
|
$5.61 Million
4.79% of portfolio
|
Q4 2024
Reduced 9.25%
|