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 |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
8,501
shares
|
$3.48 Million
1.56% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
8,483
shares
|
$3.47 Million
0.9% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,471
shares
|
$3.47 Million
6.26% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
8,469
shares
|
$3.47 Million
1.49% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
8,466
shares
|
$3.47 Million
0.59% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
8,464
shares
|
$3.47 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
8,440
shares
|
$3.46 Million
2.1% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
8,437
shares
|
$3.46 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,434
shares
|
$3.45 Million
2.27% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,427
shares
|
$3.45 Million
0.78% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
8,425
shares
|
$3.45 Million
2.0% of portfolio
|
Q4 2024
Reduced 48.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
8,425
shares
|
$3.45 Million
2.09% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,404
shares
|
$3.44 Million
1.23% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
8,402
shares
|
$3.44 Million
0.68% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
8,390
shares
|
$3.44 Million
1.15% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
8,386
shares
|
$3.44 Million
1.94% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
8,382
shares
|
$3.43 Million
2.41% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,374
shares
|
$3.43 Million
2.14% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
8,374
shares
|
$3.43 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
8,373
shares
|
$3.43 Million
1.89% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
8,369
shares
|
$3.43 Million
1.14% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
8,356
shares
|
$3.42 Million
2.52% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
8,353
shares
|
$3.42 Million
2.84% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
8,352
shares
|
$3.42 Million
2.81% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
8,347
shares
|
$3.42 Million
1.3% of portfolio
|
Q4 2024
Reduced 14.65%
|