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 $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$758,188
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$757,800
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
1,951
shares
|
$756,636
0.66% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
1,950
shares
|
$756,249
0.49% of portfolio
|
Q4 2024
Added 79.72%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$756,249
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
1,938
shares
|
$751,595
0.59% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,933
shares
|
$749,656
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,933
shares
|
$749,656
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
1,927
shares
|
$747,329
0.48% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,920
shares
|
$744,614
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,919
shares
|
$744,226
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
1,913
shares
|
$741,899
0.25% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
1,912
shares
|
$741,511
0.79% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$739,572
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
1,904
shares
|
$738,409
0.82% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$738,021
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
1,903
shares
|
$738,021
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
1,903
shares
|
$738,021
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
1,897
shares
|
$735,694
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
1,895
shares
|
$734,918
0.31% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
1,895
shares
|
$734,918
0.16% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,895
shares
|
$734,918
0.22% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
1,895
shares
|
$734,918
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
1,891
shares
|
$733,367
0.27% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
1,887
shares
|
$731,816
0.22% of portfolio
|
Q4 2024
Reduced 0.53%
|