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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,455
shares
|
$564,278
0.44% of portfolio
|
Q4 2024
Added 59.54%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
1,454
shares
|
$563,890
0.55% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
1,449
shares
|
$561,951
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
1,448
shares
|
$561,563
0.34% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,448
shares
|
$561,563
0.21% of portfolio
|
Q4 2024
Added 51.15%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,446
shares
|
$560,787
0.29% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
1,443
shares
|
$559,624
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
1,441
shares
|
$558,848
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
1,434
shares
|
$556,133
0.21% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,425
shares
|
$552,643
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
1,424
shares
|
$552,255
0.45% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
1,415
shares
|
$548,765
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
1,411
shares
|
$547,214
0.4% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,410
shares
|
$546,826
0.33% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,410
shares
|
$546,826
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,407
shares
|
$545,662
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,403
shares
|
$544,111
0.39% of portfolio
|
Q4 2024
Added 12.96%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,402
shares
|
$543,723
0.28% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
1,400
shares
|
$542,948
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
1,399
shares
|
$542,560
0.08% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
1,396
shares
|
$541,396
0.4% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,393
shares
|
$540,233
0.21% of portfolio
|
Q4 2024
Added 75.66%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
1,387
shares
|
$537,906
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
1,384
shares
|
$536,742
0.13% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
1,381
shares
|
$535,579
0.27% of portfolio
|
Q1 2024
New holding
|