Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
7,527
shares
|
$3.07 Million
3.71% of portfolio
|
Q3 2022
Added 10.08%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
7,518
shares
|
$3.07 Million
2.22% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
7,505
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
7,499
shares
|
$3.06 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
7,499
shares
|
$3.06 Million
2.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
7,497
shares
|
$3.06 Million
1.29% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,494
shares
|
$3.06 Million
2.19% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
7,491
shares
|
$3.06 Million
2.67% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
7,483
shares
|
$3.06 Million
1.91% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
7,471
shares
|
$3.05 Million
1.22% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,459
shares
|
$3.05 Million
4.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
7,456
shares
|
$3.05 Million
3.94% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
7,452
shares
|
$3.04 Million
0.48% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
7,452
shares
|
$3.04 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
7,449
shares
|
$3.04 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
7,445
shares
|
$3.04 Million
1.86% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
7,440
shares
|
$3.04 Million
1.17% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,438
shares
|
$3.04 Million
1.14% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
7,428
shares
|
$3.03 Million
1.69% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
7,412
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
7,407
shares
|
$3.03 Million
0.78% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,402
shares
|
$3.02 Million
0.75% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
7,394
shares
|
$3.02 Million
0.87% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,374
shares
|
$3.01 Million
1.11% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
7,357
shares
|
$3 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.66%
|