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 |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
1,195
shares
|
$462,273
0.44% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
1,195
shares
|
$462,273
0.32% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
1,193
shares
|
$461,500
0.08% of portfolio
|
Q2 2024
Added 41.69%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
1,190
shares
|
$460,339
0.09% of portfolio
|
Q4 2024
Reduced 73.69%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
1,185
shares
|
$458,405
0.51% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
1,183
shares
|
$457,631
0.17% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
1,176
shares
|
$454,923
0.39% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$454,536
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$453,763
0.21% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
1,171
shares
|
$452,989
0.35% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
1,169
shares
|
$452,215
0.75% of portfolio
|
Q4 2024
Reduced 94.6%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
1,165
shares
|
$450,668
0.48% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
1,157
shares
|
$447,573
0.18% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,157
shares
|
$447,573
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,155
shares
|
$446,800
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
1,154
shares
|
$446,413
0.41% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
1,148
shares
|
$444,092
0.29% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
1,144
shares
|
$442,544
0.23% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,141
shares
|
$441,384
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,139
shares
|
$440,610
0.24% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$439,837
0.34% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$439,837
0.34% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
1,136
shares
|
$439,450
0.28% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
1,130
shares
|
$437,129
0.17% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
1,125
shares
|
$435,195
0.32% of portfolio
|
Q4 2024
New holding
|