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 $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,262
shares
|
$488,192
0.13% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
1,261
shares
|
$487,805
0.33% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,258
shares
|
$486,644
0.29% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,253
shares
|
$484,710
0.18% of portfolio
|
Q4 2024
Added 60.85%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,252
shares
|
$484,323
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$482,389
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
1,237
shares
|
$478,521
0.36% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,236
shares
|
$478,134
0.23% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
1,231
shares
|
$476,200
0.43% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
1,231
shares
|
$476,200
0.39% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
1,226
shares
|
$474,265
0.33% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$471,944
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
1,220
shares
|
$471,944
0.3% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$471,171
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$470,397
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,214
shares
|
$469,623
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
1,213
shares
|
$469,236
0.27% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
1,211
shares
|
$468,463
0.18% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
1,209
shares
|
$467,689
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$466,915
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
1,207
shares
|
$466,915
0.27% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,206
shares
|
$466,529
0.17% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,204
shares
|
$465,755
0.16% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
West Tower Group, LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
1,200
shares
|
$464,207
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,199
shares
|
$463,821
0.42% of portfolio
|
Q4 2024
Reduced 3.85%
|