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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.55 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
3,481
shares
|
$1.55 Million
0.67% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,478
shares
|
$1.54 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,475
shares
|
$1.54 Million
1.54% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
3,474
shares
|
$1.54 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,471
shares
|
$1.54 Million
1.58% of portfolio
|
Q2 2024
Added 82.3%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,469
shares
|
$1.54 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.54 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
3,455
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2023
Reduced 3.89%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
3,439
shares
|
$1.53 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,434
shares
|
$1.52 Million
1.26% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,418
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
3,410
shares
|
$1.51 Million
1.14% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
3,409
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
3,408
shares
|
$1.51 Million
0.85% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
3,404
shares
|
$1.51 Million
0.43% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
3,395
shares
|
$1.51 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,392
shares
|
$1.51 Million
1.28% of portfolio
|
Q3 2023
Reduced 5.57%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$1.5 Million
0.22% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,388
shares
|
$1.5 Million
0.57% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,385
shares
|
$1.5 Million
0.43% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,378
shares
|
$1.5 Million
0.79% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
3,377
shares
|
$1.5 Million
0.96% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,375
shares
|
$1.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
3,371
shares
|
$1.5 Million
0.33% of portfolio
|
Q3 2024
Added 47.98%
|