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 |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,449
shares
|
$947,371
0.98% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
2,449
shares
|
$947,371
0.29% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
2,448
shares
|
$946,984
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
2,439
shares
|
$943,502
0.2% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,435
shares
|
$941,955
0.3% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
2,435
shares
|
$941,955
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maren Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,434
shares
|
$941,568
0.08% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
2,434
shares
|
$941,568
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
2,432
shares
|
$940,794
0.38% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
2,428
shares
|
$939,247
0.48% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
2,424
shares
|
$937,700
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
2,423
shares
|
$937,313
0.8% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
2,422
shares
|
$936,926
0.61% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,421
shares
|
$936,539
0.35% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Cmc Financial Group
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
2,406
shares
|
$930,737
2.92% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,403
shares
|
$929,576
0.64% of portfolio
|
Q4 2024
Added 64.59%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
2,401
shares
|
$928,802
0.88% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,395
shares
|
$926,481
0.15% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,393
shares
|
$925,708
0.16% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,391
shares
|
$924,934
2.76% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,383
shares
|
$921,839
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,382
shares
|
$921,452
0.67% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,380
shares
|
$920,679
0.4% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,374
shares
|
$918,358
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
2,374
shares
|
$918,358
0.73% of portfolio
|
Q4 2024
New holding
|