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 |
|---|---|---|---|---|---|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
1,783
shares
|
$691,483
0.37% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
1,779
shares
|
$689,931
0.16% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
1,778
shares
|
$689,543
0.25% of portfolio
|
Q4 2024
Added 102.51%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,772
shares
|
$687,217
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
1,761
shares
|
$682,951
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
1,757
shares
|
$681,399
0.25% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Parametrica Management LTD
|
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$678,685
0.98% of portfolio
|
Q4 2024
Reduced 35.92%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$678,685
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
1,748
shares
|
$677,909
0.55% of portfolio
|
Q4 2024
Added 147.94%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
1,741
shares
|
$675,194
0.26% of portfolio
|
Q4 2024
Added 231.62%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,740
shares
|
$674,806
0.09% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,740
shares
|
$674,806
1.23% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,736
shares
|
$673,255
0.43% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,736
shares
|
$673,255
0.49% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
1,729
shares
|
$670,540
0.45% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
1,728
shares
|
$670,152
0.27% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
1,728
shares
|
$670,152
0.67% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
1,728
shares
|
$670,152
0.2% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
1,715
shares
|
$665,111
0.27% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
1,715
shares
|
$665,111
0.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
1,709
shares
|
$662,784
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
1,708
shares
|
$662,396
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,705
shares
|
$661,233
0.31% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
1,704
shares
|
$660,845
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
1,703
shares
|
$660,457
0.36% of portfolio
|
Q4 2024
Reduced 8.98%
|