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 |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
2,539
shares
|
$982,186
0.32% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
2,533
shares
|
$979,865
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$979,478
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,527
shares
|
$977,544
0.22% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Stephens Investment Management Group LLC
|
Jan 28, 2025 Q4 2024 |
2,524
shares
|
$976,384
0.01% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
2,523
shares
|
$975,997
0.72% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
2,521
shares
|
$975,223
0.29% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
2,520
shares
|
$974,836
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,518
shares
|
$974,063
0.56% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
2,515
shares
|
$972,902
0.46% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
2,514
shares
|
$972,515
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
2,510
shares
|
$970,968
0.8% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
2,498
shares
|
$966,326
0.69% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,497
shares
|
$965,939
0.51% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
2,495
shares
|
$965,165
0.24% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
2,494
shares
|
$964,778
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
2,491
shares
|
$963,618
0.86% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
2,487
shares
|
$962,071
0.58% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
2,475
shares
|
$957,428
1.29% of portfolio
|
Q3 2023
Reduced 11.83%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,474
shares
|
$957,042
0.45% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,473
shares
|
$956,655
0.47% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,469
shares
|
$955,107
0.26% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
2,463
shares
|
$952,786
0.46% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,460
shares
|
$951,626
0.51% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
2,450
shares
|
$947,757
1.2% of portfolio
|
Q1 2022
Reduced 2.0%
|