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 |
|---|---|---|---|---|---|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Feb 14, 2025 Q4 2024 |
2,137
shares
|
$826,677
0.28% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
2,137
shares
|
$826,677
0.4% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
2,134
shares
|
$825,516
0.37% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
2,132
shares
|
$824,742
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
2,131
shares
|
$824,356
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$823,969
0.51% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,124
shares
|
$821,648
0.61% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
2,115
shares
|
$818,166
0.62% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
2,111
shares
|
$816,619
0.39% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$812,364
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
2,097
shares
|
$811,203
0.52% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
2,095
shares
|
$810,429
0.6% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,089
shares
|
$808,108
0.05% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,087
shares
|
$807,335
0.35% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,085
shares
|
$806,561
0.19% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,079
shares
|
$804,240
0.17% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
2,078
shares
|
$803,853
0.77% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
2,076
shares
|
$803,079
0.36% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,074
shares
|
$802,306
0.12% of portfolio
|
Q4 2022
Added 21.22%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
2,073
shares
|
$801,919
0.4% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
2,072
shares
|
$801,532
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,071
shares
|
$801,145
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
2,067
shares
|
$799,598
0.4% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
2,064
shares
|
$798,437
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,059
shares
|
$796,503
0.01% of portfolio
|
Q4 2024
Reduced 99.84%
|