Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,008 institutions that hold shares in the stock, with a total of 4.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Financial Alliance LTD LLC
|
Feb 04, 2025 Q4 2024 |
710
shares
|
$291,753
0.1% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
709
shares
|
$291,342
0.15% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$289,698
0.09% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
705
shares
|
$289,698
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
701
shares
|
$288,054
0.12% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
700
shares
|
$287,644
0.14% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Optimas Capital LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
700
shares
|
$287,644
0.29% of portfolio
|
Q3 2024
Reduced 82.45%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
700
shares
|
$287,644
0.16% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
696
shares
|
$286,000
0.21% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
692
shares
|
$284,356
0.3% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
691
shares
|
$283,945
0.12% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
691
shares
|
$283,945
0.07% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
680
shares
|
$279,425
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
680
shares
|
$279,425
0.06% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
680
shares
|
$279,425
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
679
shares
|
$279,014
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
676
shares
|
$277,781
0.48% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
674
shares
|
$276,960
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
670
shares
|
$275,316
0.05% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
667
shares
|
$274,083
0.24% of portfolio
|
Q3 2024
Reduced 47.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$273,261
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
661
shares
|
$271,618
0.22% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$271,207
0.14% of portfolio
|
Q4 2024
Reduced 80.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$271,207
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
658
shares
|
$270,385
0.16% of portfolio
|
Q3 2024
New holding
|