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 |
|---|---|---|---|---|---|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Nov 08, 2024 Q3 2024 |
1,980
shares
|
$879,238
0.24% of portfolio
|
Q3 2024
Added 122.47%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
1,969
shares
|
$874,354
0.36% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,966
shares
|
$873,021
0.32% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
1,965
shares
|
$872,577
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,961
shares
|
$870,801
0.34% of portfolio
|
Q3 2024
Added 210.28%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$868,137
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$867,693
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$865,917
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,936
shares
|
$859,700
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,933
shares
|
$858,367
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,931
shares
|
$857,479
0.16% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$849,042
1.34% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
1,912
shares
|
$849,042
0.79% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$846,822
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
1,904
shares
|
$845,490
0.82% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$845,046
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
1,903
shares
|
$845,046
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
1,897
shares
|
$842,381
0.2% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,893
shares
|
$840,605
0.28% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
1,891
shares
|
$839,717
0.27% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
1,890
shares
|
$839,273
0.58% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$839,273
0.49% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
1,886
shares
|
$837,497
0.58% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$836,609
0.38% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
1,881
shares
|
$835,276
0.53% of portfolio
|
Q4 2024
Added 18.98%
|