Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,563
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2023
Added 14.79%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,556
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,556
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
3,550
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
3,549
shares
|
$1.49 Million
1.3% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
3,547
shares
|
$1.49 Million
1.35% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
3,541
shares
|
$1.48 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,539
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
3,536
shares
|
$1.48 Million
0.6% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.48 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,525
shares
|
$1.48 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,523
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
3,522
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,518
shares
|
$1.47 Million
0.72% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
3,517
shares
|
$1.47 Million
1.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
3,511
shares
|
$1.47 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
3,508
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
3,502
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.47 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,495
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
3,494
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
3,489
shares
|
$1.46 Million
0.73% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.46 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
3,481
shares
|
$1.46 Million
0.67% of portfolio
|
Q3 2024
Added 12.07%
|