Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,452 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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,736
shares
|
$1.78 Million
1.77% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,735
shares
|
$1.78 Million
1.07% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,720
shares
|
$1.77 Million
0.83% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
4,720
shares
|
$1.77 Million
0.92% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
4,720
shares
|
$1.77 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
4,712
shares
|
$1.77 Million
1.57% of portfolio
|
Q4 2024
Reduced 61.27%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
4,709
shares
|
$1.77 Million
3.81% of portfolio
|
Q2 2024
Reduced 53.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,709
shares
|
$1.77 Million
0.74% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
4,709
shares
|
$1.77 Million
0.87% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
4,701
shares
|
$1.76 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
4,700
shares
|
$1.76 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
4,693
shares
|
$1.76 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
4,692
shares
|
$1.76 Million
0.6% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,674
shares
|
$1.75 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
4,670
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,670
shares
|
$1.75 Million
1.11% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,654
shares
|
$1.75 Million
1.43% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,644
shares
|
$1.74 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,639
shares
|
$1.74 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,639
shares
|
$1.74 Million
0.61% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,635
shares
|
$1.74 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
4,627
shares
|
$1.74 Million
0.72% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
4,624
shares
|
$1.74 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
4,622
shares
|
$1.74 Million
1.49% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
4,613
shares
|
$1.73 Million
2.25% of portfolio
|
Q4 2024
Added 2.17%
|