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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
1,823
shares
|
$706,995
0.32% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,822
shares
|
$706,608
0.56% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,820
shares
|
$705,832
0.26% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
1,820
shares
|
$705,832
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
1,819
shares
|
$705,444
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
1,816
shares
|
$704,281
0.58% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,815
shares
|
$703,893
0.63% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
1,815
shares
|
$703,893
3.61% of portfolio
|
Q4 2024
Added 407.71%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
1,812
shares
|
$702,729
0.02% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,812
shares
|
$702,729
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
1,809
shares
|
$701,566
0.21% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
1,804
shares
|
$699,627
0.32% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,804
shares
|
$699,627
0.05% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
1,803
shares
|
$699,239
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$698,076
0.31% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$698,076
0.38% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
1,796
shares
|
$696,524
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
1,795
shares
|
$696,136
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
1,793
shares
|
$695,361
1.65% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
1,789
shares
|
$693,809
0.23% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,786
shares
|
$692,646
14.82% of portfolio
|
Q4 2024
Added 147.37%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
1,786
shares
|
$692,646
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
1,785
shares
|
$692,258
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
1,784
shares
|
$691,870
0.39% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
1,784
shares
|
$691,870
0.38% of portfolio
|
Q4 2024
Added 29.56%
|