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 |
|---|---|---|---|---|---|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Feb 06, 2025 Q4 2024 |
3,173
shares
|
$1.24 Million
1.4% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
3,171
shares
|
$1.24 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
3,170
shares
|
$1.24 Million
0.56% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
3,169
shares
|
$1.24 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
3,168
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 166.22%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
3,166
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,165
shares
|
$1.24 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,163
shares
|
$1.24 Million
1.19% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
3,160
shares
|
$1.24 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
3,160
shares
|
$1.24 Million
0.86% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,159
shares
|
$1.24 Million
0.72% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Feb 11, 2025 Q4 2024 |
3,159
shares
|
$1.24 Million
2.78% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
3,157
shares
|
$1.24 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.24 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
3,155
shares
|
$1.23 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
3,153
shares
|
$1.23 Million
0.65% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
3,152
shares
|
$1.23 Million
0.58% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,146
shares
|
$1.23 Million
0.6% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,143
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
3,143
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
3,137
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
3,137
shares
|
$1.23 Million
0.54% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
3,135
shares
|
$1.23 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
3,129
shares
|
$1.22 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,128
shares
|
$1.22 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.83%
|