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 |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,224
shares
|
$860,332
0.52% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$859,945
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
2,219
shares
|
$858,397
0.19% of portfolio
|
Q3 2023
Reduced 30.69%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
2,211
shares
|
$855,303
1.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
2,211
shares
|
$855,303
0.27% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
2,210
shares
|
$854,916
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
2,201
shares
|
$851,434
0.1% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
2,200
shares
|
$851,048
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,193
shares
|
$848,340
0.34% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
2,192
shares
|
$847,953
0.23% of portfolio
|
Q4 2024
Added 84.98%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
2,192
shares
|
$847,953
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$846,792
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
2,187
shares
|
$846,019
0.73% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
2,185
shares
|
$845,245
0.42% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
2,182
shares
|
$844,084
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
2,181
shares
|
$843,698
0.75% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,177
shares
|
$842,150
0.53% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
2,168
shares
|
$838,669
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
2,162
shares
|
$836,348
0.64% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$835,574
0.36% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,157
shares
|
$834,413
0.32% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,156
shares
|
$834,027
0.59% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,148
shares
|
$830,932
0.49% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,147
shares
|
$830,545
0.46% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
2,146
shares
|
$830,158
0.17% of portfolio
|
Q4 2024
Reduced 47.01%
|