Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
2,850
shares
|
$1.1 Million
0.79% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,846
shares
|
$1.1 Million
0.55% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,842
shares
|
$1.1 Million
0.51% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
2,838
shares
|
$1.1 Million
0.76% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,835
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 39.74%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
2,834
shares
|
$1.1 Million
0.7% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
2,825
shares
|
$1.09 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,816
shares
|
$1.09 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
2,800
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
2,798
shares
|
$1.08 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
2,797
shares
|
$1.08 Million
1.08% of portfolio
|
Q4 2024
Reduced 35.73%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
2,794
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
2,793
shares
|
$1.08 Million
0.85% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
2,789
shares
|
$1.08 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
2,788
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,781
shares
|
$1.08 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
2,779
shares
|
$1.08 Million
0.82% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
2,778
shares
|
$1.07 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
2,771
shares
|
$1.07 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,766
shares
|
$1.07 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
2,763
shares
|
$1.07 Million
0.45% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,763
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
2,759
shares
|
$1.07 Million
0.81% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,751
shares
|
$1.06 Million
0.44% of portfolio
|
Q4 2024
Added 10.22%
|