Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
595
shares
|
$243,015
0.07% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
593
shares
|
$242,198
0.24% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
591
shares
|
$241,382
0.2% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
590
shares
|
$240,973
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Mqs Management LLC
|
Feb 07, 2025 Q4 2024 |
588
shares
|
$240,156
7.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
588
shares
|
$240,156
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
587
shares
|
$239,748
0.08% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$236,889
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
577
shares
|
$235,664
0.13% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Share Andrew L.
Manchester, NH |
Feb 14, 2025 Q4 2024 |
575
shares
|
$234,847
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
568
shares
|
$231,988
0.15% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
567
shares
|
$231,579
0.14% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
566
shares
|
$231,171
0.18% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
565
shares
|
$230,762
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
564
shares
|
$230,354
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$229,946
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
562
shares
|
$229,537
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
559
shares
|
$228,312
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
558
shares
|
$227,903
0.23% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
548
shares
|
$223,819
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
545
shares
|
$222,594
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
542
shares
|
$221,369
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
540
shares
|
$220,552
0.21% of portfolio
|
Q4 2024
Reduced 99.76%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
540
shares
|
$220,552
0.08% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
540
shares
|
$220,552
0.15% of portfolio
|
Q4 2023
New holding
|