Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
4,793
shares
|
$2.13 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
4,789
shares
|
$2.13 Million
1.73% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4,786
shares
|
$2.13 Million
0.33% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,784
shares
|
$2.12 Million
0.49% of portfolio
|
Q2 2022
Reduced 89.94%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,779
shares
|
$2.12 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,772
shares
|
$2.12 Million
1.39% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
4,771
shares
|
$2.12 Million
1.88% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$2.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,762
shares
|
$2.11 Million
1.77% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,754
shares
|
$2.11 Million
0.99% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Latash Investments, LLC
Anchorage, AK |
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$2.11 Million
1.89% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,747
shares
|
$2.11 Million
0.87% of portfolio
|
Q4 2022
Reduced 37.47%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
4,747
shares
|
$2.11 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,744
shares
|
$2.11 Million
0.98% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,736
shares
|
$2.1 Million
1.77% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,735
shares
|
$2.1 Million
1.07% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
4,731
shares
|
$2.1 Million
1.48% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
4,730
shares
|
$2.1 Million
1.09% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$2.1 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,720
shares
|
$2.1 Million
0.83% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
4,720
shares
|
$2.1 Million
0.92% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
4,709
shares
|
$2.09 Million
3.83% of portfolio
|
Q2 2024
Reduced 53.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,709
shares
|
$2.09 Million
0.74% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
4,706
shares
|
$2.09 Million
0.37% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,705
shares
|
$2.09 Million
0.41% of portfolio
|
Q3 2024
Added 108.37%
|