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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
3,022
shares
|
$1.18 Million
0.25% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$1.18 Million
1.34% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
3,018
shares
|
$1.18 Million
0.71% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
3,015
shares
|
$1.18 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
3,002
shares
|
$1.17 Million
2.68% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.17 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$1.17 Million
1.14% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,991
shares
|
$1.17 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
2,987
shares
|
$1.17 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
2,974
shares
|
$1.16 Million
0.74% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
2,974
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
Added 237.95%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,969
shares
|
$1.16 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
2,969
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 86.85%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
2,960
shares
|
$1.16 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,959
shares
|
$1.16 Million
0.44% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,958
shares
|
$1.16 Million
1.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,956
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
2,952
shares
|
$1.15 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,950
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$1.15 Million
0.94% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.15 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,942
shares
|
$1.15 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
2,940
shares
|
$1.15 Million
0.69% of portfolio
|
Q4 2024
New holding
|