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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
13,042
shares
|
$5.32 Million
2.17% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
13,023
shares
|
$5.32 Million
1.94% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,017
shares
|
$5.31 Million
2.68% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
13,009
shares
|
$5.31 Million
0.71% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
12,990
shares
|
$5.3 Million
2.2% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,978
shares
|
$5.3 Million
2.28% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
12,976
shares
|
$5.3 Million
0.62% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
12,964
shares
|
$5.29 Million
1.87% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
12,947
shares
|
$5.29 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
12,943
shares
|
$5.28 Million
1.54% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
12,941
shares
|
$5.28 Million
4.65% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
12,922
shares
|
$5.27 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
12,904
shares
|
$5.27 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
12,891
shares
|
$5.26 Million
1.13% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
12,889
shares
|
$5.26 Million
4.48% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
12,886
shares
|
$5.26 Million
1.45% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
12,882
shares
|
$5.26 Million
4.77% of portfolio
|
Q4 2023
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
12,874
shares
|
$5.26 Million
2.17% of portfolio
|
Q4 2024
Reduced 63.45%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
12,858
shares
|
$5.25 Million
2.31% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
12,846
shares
|
$5.24 Million
0.13% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
12,845
shares
|
$5.24 Million
1.57% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
12,835
shares
|
$5.24 Million
5.39% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,800
shares
|
$5.23 Million
5.19% of portfolio
|
Q3 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
12,776
shares
|
$5.22 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
12,773
shares
|
$5.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.82%
|