Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,450 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
4,341
shares
|
$1.64 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
4,338
shares
|
$1.64 Million
0.38% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,336
shares
|
$1.64 Million
0.38% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
4,329
shares
|
$1.64 Million
0.27% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
4,325
shares
|
$1.64 Million
0.51% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
4,325
shares
|
$1.64 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
4,325
shares
|
$1.64 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,319
shares
|
$1.64 Million
1.21% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,314
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
4,314
shares
|
$1.63 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,309
shares
|
$1.63 Million
1.03% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,308
shares
|
$1.63 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
4,303
shares
|
$1.63 Million
1.2% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
4,300
shares
|
$1.63 Million
1.17% of portfolio
|
Q4 2022
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
4,297
shares
|
$1.63 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,295
shares
|
$1.63 Million
2.44% of portfolio
|
Q4 2023
Added 12.64%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
4,294
shares
|
$1.63 Million
0.53% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$1.63 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
4,290
shares
|
$1.63 Million
1.66% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
4,288
shares
|
$1.62 Million
1.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
4,288
shares
|
$1.62 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
4,282
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,266
shares
|
$1.62 Million
1.09% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,266
shares
|
$1.62 Million
1.63% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
4,265
shares
|
$1.62 Million
1.14% of portfolio
|
Q4 2023
New holding
|