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 |
|---|---|---|---|---|---|
|
Highlander Partners, L.P.
|
Feb 06, 2025 Q4 2024 |
1,050
shares
|
$406,182
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,050
shares
|
$406,182
0.24% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
1,049
shares
|
$405,795
0.35% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
1,049
shares
|
$405,795
0.1% of portfolio
|
Q4 2024
Added 54.26%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,048
shares
|
$405,408
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$402,313
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
1,039
shares
|
$401,926
0.28% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
1,037
shares
|
$401,153
0.4% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$400,379
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
1,034
shares
|
$399,992
0.26% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$399,605
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
1,033
shares
|
$399,605
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,031
shares
|
$398,832
0.04% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
1,031
shares
|
$398,832
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
1,021
shares
|
$394,963
0.22% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,016
shares
|
$393,029
0.17% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
1,016
shares
|
$393,029
0.55% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
1,016
shares
|
$393,029
0.15% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
1,015
shares
|
$392,642
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
1,014
shares
|
$392,255
0.26% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,014
shares
|
$392,255
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
1,007
shares
|
$389,547
0.23% of portfolio
|
Q2 2020
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$388,774
0.26% of portfolio
|
Q1 2024
Added 183.9%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
1,005
shares
|
$388,774
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,004
shares
|
$388,387
0.02% of portfolio
|
Q4 2024
Reduced 86.53%
|