Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,449 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 $2.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
3,708
shares
|
$1.47 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
3,705
shares
|
$1.46 Million
0.46% of portfolio
|
Q4 2024
Added 50.37%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
3,699
shares
|
$1.46 Million
0.34% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
3,698
shares
|
$1.46 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,695
shares
|
$1.46 Million
1.15% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
3,685
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,682
shares
|
$1.45 Million
0.59% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,674
shares
|
$1.45 Million
0.22% of portfolio
|
Q4 2024
Reduced 94.3%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,661
shares
|
$1.45 Million
1.34% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,651
shares
|
$1.44 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
3,648
shares
|
$1.44 Million
0.77% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,645
shares
|
$1.44 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,627
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
3,617
shares
|
$1.43 Million
0.53% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.43 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
3,610
shares
|
$1.43 Million
1.23% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
3,608
shares
|
$1.43 Million
0.58% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.42 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
3,591
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
3,575
shares
|
$1.41 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
3,573
shares
|
$1.41 Million
0.35% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
3,571
shares
|
$1.41 Million
1.49% of portfolio
|
Q4 2023
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,569
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
3,568
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2024
Added 14.54%
|