Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,391 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 $2.13 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,396
shares
|
$3.9 Million
1.85% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
9,376
shares
|
$3.89 Million
1.84% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
9,367
shares
|
$3.89 Million
1.26% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,360
shares
|
$3.88 Million
0.98% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
9,345
shares
|
$3.88 Million
2.85% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
9,339
shares
|
$3.87 Million
0.47% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,329
shares
|
$3.87 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
9,329
shares
|
$3.87 Million
2.54% of portfolio
|
Q3 2024
Added 37.66%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
9,309
shares
|
$3.86 Million
0.85% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
9,307
shares
|
$3.86 Million
2.63% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
9,299
shares
|
$3.86 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
9,296
shares
|
$3.86 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,282
shares
|
$3.85 Million
3.47% of portfolio
|
Q3 2022
Added 2.46%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
9,280
shares
|
$3.85 Million
1.74% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
9,280
shares
|
$3.85 Million
3.9% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
9,280
shares
|
$3.85 Million
2.75% of portfolio
|
Q4 2024
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,276
shares
|
$3.85 Million
0.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,274
shares
|
$3.85 Million
0.77% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Glynn Capital Management LLC
|
Feb 10, 2025 Q4 2024 |
9,269
shares
|
$3.84 Million
1.15% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
9,248
shares
|
$3.84 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,241
shares
|
$3.83 Million
3.19% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
9,216
shares
|
$3.82 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,200
shares
|
$3.82 Million
3.26% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
9,187
shares
|
$3.81 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,166
shares
|
$3.8 Million
2.64% of portfolio
|
Q4 2024
Added 0.64%
|