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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
4,610
shares
|
$1.73 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,610
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
4,610
shares
|
$1.73 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
4,607
shares
|
$1.73 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,601
shares
|
$1.73 Million
0.14% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
4,599
shares
|
$1.73 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Account Management LLC
|
Feb 11, 2025 Q4 2024 |
4,595
shares
|
$1.72 Million
2.27% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
4,595
shares
|
$1.72 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
4,584
shares
|
$1.72 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,580
shares
|
$1.72 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
4,579
shares
|
$1.72 Million
0.26% of portfolio
|
Q4 2024
Reduced 30.08%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,575
shares
|
$1.72 Million
0.88% of portfolio
|
Q2 2023
Added 5.29%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
4,575
shares
|
$1.72 Million
1.14% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
4,567
shares
|
$1.71 Million
1.35% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
4,559
shares
|
$1.71 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,555
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
4,550
shares
|
$1.71 Million
1.81% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
4,550
shares
|
$1.71 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,547
shares
|
$1.71 Million
0.78% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
4,540
shares
|
$1.7 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,529
shares
|
$1.7 Million
1.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
4,529
shares
|
$1.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,520
shares
|
$1.7 Million
0.69% of portfolio
|
Q4 2024
New holding
|