Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,382 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 $2.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,764
shares
|
$3.59 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
8,762
shares
|
$3.59 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
8,749
shares
|
$3.58 Million
1.53% of portfolio
|
Q4 2024
Added 45.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,749
shares
|
$3.58 Million
0.43% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
8,735
shares
|
$3.58 Million
1.88% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,730
shares
|
$3.58 Million
0.9% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,728
shares
|
$3.58 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
8,725
shares
|
$3.57 Million
2.07% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,723
shares
|
$3.57 Million
1.71% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
8,720
shares
|
$3.57 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
8,707
shares
|
$3.57 Million
1.21% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,703
shares
|
$3.57 Million
1.46% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
8,694
shares
|
$3.56 Million
1.93% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
8,689
shares
|
$3.56 Million
2.65% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,687
shares
|
$3.56 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
8,686
shares
|
$3.56 Million
2.99% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
8,662
shares
|
$3.55 Million
3.27% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
8,658
shares
|
$3.55 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,651
shares
|
$3.54 Million
0.5% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
8,651
shares
|
$3.54 Million
0.51% of portfolio
|
Q4 2024
Reduced 45.06%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
8,647
shares
|
$3.54 Million
1.13% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
8,643
shares
|
$3.54 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
8,643
shares
|
$3.54 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
8,639
shares
|
$3.54 Million
1.86% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
8,635
shares
|
$3.54 Million
3.09% of portfolio
|
Q4 2024
Reduced 8.14%
|