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 |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
2,597
shares
|
$1 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,596
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 97.37%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,587
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
2,585
shares
|
$999,981
1.42% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
2,576
shares
|
$996,499
0.61% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
2,576
shares
|
$996,499
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
2,575
shares
|
$996,112
0.64% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
2,573
shares
|
$995,339
0.43% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,570
shares
|
$994,178
0.6% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
2,567
shares
|
$993,018
0.92% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,566
shares
|
$992,631
0.82% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
2,564
shares
|
$991,857
0.69% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
2,560
shares
|
$990,310
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
2,557
shares
|
$989,149
0.68% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
2,557
shares
|
$989,149
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
2,556
shares
|
$988,763
0.3% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,555
shares
|
$988,376
0.47% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$987,989
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$985,281
4.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,546
shares
|
$984,894
1.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
2,544
shares
|
$984,120
1.14% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
2,543
shares
|
$983,734
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,542
shares
|
$983,347
0.14% of portfolio
|
Q4 2024
Reduced 57.17%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,541
shares
|
$982,960
0.4% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Carmel Capital Management L.L.C.
|
Jan 21, 2025 Q4 2024 |
2,539
shares
|
$982,186
0.43% of portfolio
|
Q1 2024
Reduced 0.2%
|