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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
7,234
shares
|
$2.95 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
7,227
shares
|
$2.95 Million
2.29% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Morangie Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,221
shares
|
$2.95 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,220
shares
|
$2.95 Million
1.54% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
7,206
shares
|
$2.94 Million
1.95% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
7,206
shares
|
$2.94 Million
2.62% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
7,204
shares
|
$2.94 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
7,203
shares
|
$2.94 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
7,199
shares
|
$2.94 Million
2.1% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
7,192
shares
|
$2.94 Million
1.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
7,190
shares
|
$2.94 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
7,190
shares
|
$2.94 Million
0.66% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,158
shares
|
$2.92 Million
1.33% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
7,150
shares
|
$2.92 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
7,146
shares
|
$2.92 Million
2.17% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
7,140
shares
|
$2.92 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$2.91 Million
4.47% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,130
shares
|
$2.91 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
7,121
shares
|
$2.91 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
7,118
shares
|
$2.91 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
7,106
shares
|
$2.9 Million
2.07% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
7,104
shares
|
$2.9 Million
1.92% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,097
shares
|
$2.9 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
7,095
shares
|
$2.9 Million
1.63% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
7,088
shares
|
$2.89 Million
2.14% of portfolio
|
Q4 2024
Added 0.04%
|