Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,454 institutions that hold shares in the stock, with a total of 5.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.92 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
5,341
shares
|
$2 Million
1.8% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
5,339
shares
|
$2 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
5,321
shares
|
$2 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
5,310
shares
|
$1.99 Million
1.46% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,302
shares
|
$1.99 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
5,290
shares
|
$1.99 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$1.99 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
5,287
shares
|
$1.98 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
5,286
shares
|
$1.98 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
5,282
shares
|
$1.98 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,264
shares
|
$1.98 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
5,262
shares
|
$1.98 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
5,256
shares
|
$1.97 Million
0.35% of portfolio
|
Q4 2024
Added 113.66%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,250
shares
|
$1.97 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,246
shares
|
$1.97 Million
1.26% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
5,246
shares
|
$1.97 Million
1.49% of portfolio
|
Q4 2024
Reduced 60.16%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
5,242
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
5,240
shares
|
$1.97 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
5,229
shares
|
$1.96 Million
0.41% of portfolio
|
Q4 2024
Reduced 68.98%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,227
shares
|
$1.96 Million
0.92% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
5,206
shares
|
$1.95 Million
1.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
5,198
shares
|
$1.95 Million
0.47% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
5,196
shares
|
$1.95 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
5,186
shares
|
$1.95 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
5,181
shares
|
$1.94 Million
1.09% of portfolio
|
Q4 2024
Reduced 24.13%
|