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 |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$659,294
0.03% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$659,294
0.58% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
1,695
shares
|
$657,354
0.3% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
1,695
shares
|
$657,354
0.46% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,683
shares
|
$652,701
0.38% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
1,672
shares
|
$648,435
0.32% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
1,667
shares
|
$646,495
0.57% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
1,662
shares
|
$644,556
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,662
shares
|
$644,556
0.17% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,660
shares
|
$643,781
0.2% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$643,005
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
1,656
shares
|
$642,229
0.62% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$639,903
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Feb 10, 2025 Q4 2024 |
1,650
shares
|
$639,903
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
1,649
shares
|
$639,515
0.59% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
1,645
shares
|
$637,963
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,639
shares
|
$635,636
0.36% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
1,638
shares
|
$635,249
0.11% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
1,635
shares
|
$634,085
0.36% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
1,630
shares
|
$632,146
0.28% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$631,370
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
1,627
shares
|
$630,983
0.42% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
1,623
shares
|
$629,431
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$629,044
0.14% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
1,615
shares
|
$626,329
0.59% of portfolio
|
Q4 2024
Added 12.86%
|