Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,262 institutions that hold shares in the stock, with a total of 5.11 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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
6,628
shares
|
$2.72 Million
1.01% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,612
shares
|
$2.71 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
6,612
shares
|
$2.71 Million
0.18% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Fosun International LTD
|
Feb 14, 2025 Q4 2024 |
6,610
shares
|
$2.71 Million
3.05% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,596
shares
|
$2.71 Million
1.48% of portfolio
|
Q1 2024
Added 177.84%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
6,595
shares
|
$2.71 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
6,593
shares
|
$2.71 Million
0.81% of portfolio
|
Q4 2024
Added 51.63%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,589
shares
|
$2.71 Million
1.08% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
6,586
shares
|
$2.7 Million
1.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,585
shares
|
$2.7 Million
4.48% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,568
shares
|
$2.7 Million
0.56% of portfolio
|
Q4 2024
Added 258.32%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
6,560
shares
|
$2.69 Million
1.21% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
6,555
shares
|
$2.69 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
6,549
shares
|
$2.69 Million
2.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,534
shares
|
$2.68 Million
1.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
6,528
shares
|
$2.68 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,527
shares
|
$2.68 Million
0.77% of portfolio
|
Q3 2023
Added 12.87%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
6,516
shares
|
$2.68 Million
0.83% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,511
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 57.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
6,509
shares
|
$2.67 Million
1.98% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,508
shares
|
$2.67 Million
1.47% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
6,505
shares
|
$2.67 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,501
shares
|
$2.67 Million
2.72% of portfolio
|
Q4 2024
Added 0.43%
|