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 |
|---|---|---|---|---|---|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
1,886
shares
|
$731,428
0.58% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
1,883
shares
|
$730,265
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
1,881
shares
|
$729,489
0.53% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$727,938
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
1,877
shares
|
$727,938
0.72% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$727,162
0.47% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,873
shares
|
$726,386
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,872
shares
|
$725,999
0.18% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
1,868
shares
|
$724,447
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
1,861
shares
|
$721,733
0.29% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
1,856
shares
|
$719,793
0.26% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
1,854
shares
|
$719,018
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$718,242
0.55% of portfolio
|
Q4 2024
Reduced 28.96%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,851
shares
|
$717,854
0.48% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,846
shares
|
$715,915
0.23% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
1,846
shares
|
$715,915
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
1,846
shares
|
$715,915
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
1,845
shares
|
$715,527
0.57% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
1,844
shares
|
$715,140
0.14% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
1,841
shares
|
$713,976
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,840
shares
|
$713,588
0.16% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
1,840
shares
|
$713,588
0.35% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
1,834
shares
|
$711,261
0.54% of portfolio
|
Q4 2024
Reduced 46.19%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$710,098
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
1,828
shares
|
$708,934
0.27% of portfolio
|
Q4 2024
Added 28.1%
|