Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,446 institutions that hold shares in the stock, with a total of 5.15 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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
3,455
shares
|
$1.35 Million
0.49% of portfolio
|
Q4 2023
Reduced 3.89%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,439
shares
|
$1.35 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,438
shares
|
$1.35 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
3,432
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
3,432
shares
|
$1.34 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,422
shares
|
$1.34 Million
0.59% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
3,419
shares
|
$1.34 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
3,416
shares
|
$1.34 Million
0.88% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
3,414
shares
|
$1.34 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Tang Capital Management LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,413
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Added 51.69%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
3,404
shares
|
$1.33 Million
0.78% of portfolio
|
Q4 2024
Added 103.95%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
3,395
shares
|
$1.33 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
3,393
shares
|
$1.33 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Diker Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,392
shares
|
$1.33 Million
1.36% of portfolio
|
Q3 2023
Reduced 5.57%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
3,388
shares
|
$1.33 Million
0.71% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,378
shares
|
$1.32 Million
0.79% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
3,375
shares
|
$1.32 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,365
shares
|
$1.32 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
3,365
shares
|
$1.32 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
3,356
shares
|
$1.31 Million
2.63% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.31 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,350
shares
|
$1.31 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
3,349
shares
|
$1.31 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
3,348
shares
|
$1.31 Million
0.51% of portfolio
|
Q4 2024
Added 3.59%
|