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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,368
shares
|
$916,037
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
2,363
shares
|
$914,102
0.79% of portfolio
|
Q4 2024
Added 98.07%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
2,359
shares
|
$912,555
0.28% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
2,354
shares
|
$910,621
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
2,351
shares
|
$909,460
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,344
shares
|
$906,752
0.16% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,338
shares
|
$904,431
0.34% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$904,431
0.82% of portfolio
|
Q4 2024
Added 47.51%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,336
shares
|
$903,658
0.65% of portfolio
|
Q1 2024
Added 77.83%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$902,884
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
2,334
shares
|
$902,884
0.46% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
2,328
shares
|
$900,563
0.17% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
2,325
shares
|
$899,403
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
2,319
shares
|
$897,081
0.18% of portfolio
|
Q4 2024
Reduced 94.52%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
2,319
shares
|
$897,081
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
2,317
shares
|
$896,308
1.04% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
2,315
shares
|
$895,534
0.49% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
2,315
shares
|
$895,534
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$895,147
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
2,311
shares
|
$893,987
0.27% of portfolio
|
Q4 2024
Added 72.08%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2,305
shares
|
$891,666
0.44% of portfolio
|
Q4 2024
Added 297.41%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
2,304
shares
|
$891,279
0.46% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
2,303
shares
|
$890,892
0.39% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,302
shares
|
$890,505
0.28% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
2,300
shares
|
$889,732
0.69% of portfolio
|
Q4 2022
Reduced 1.08%
|