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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
6,757
shares
|
$2.76 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,754
shares
|
$2.76 Million
0.28% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
6,752
shares
|
$2.76 Million
1.46% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,752
shares
|
$2.76 Million
1.34% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,742
shares
|
$2.75 Million
1.81% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
6,732
shares
|
$2.75 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
6,728
shares
|
$2.75 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
6,728
shares
|
$2.75 Million
2.14% of portfolio
|
Q4 2023
Reduced 9.35%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
6,728
shares
|
$2.75 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
6,719
shares
|
$2.74 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
6,706
shares
|
$2.74 Million
1.08% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
6,700
shares
|
$2.74 Million
4.86% of portfolio
|
Q3 2022
Reduced 77.05%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,700
shares
|
$2.74 Million
2.95% of portfolio
|
Q4 2023
Reduced 19.28%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
6,692
shares
|
$2.73 Million
0.87% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,686
shares
|
$2.73 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,681
shares
|
$2.73 Million
1.11% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
6,669
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,669
shares
|
$2.72 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,668
shares
|
$2.72 Million
1.71% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
6,660
shares
|
$2.72 Million
0.35% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,658
shares
|
$2.72 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
6,658
shares
|
$2.72 Million
1.63% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,655
shares
|
$2.72 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
6,655
shares
|
$2.72 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,652
shares
|
$2.72 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.13%
|