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 |
|---|---|---|---|---|---|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
873
shares
|
$337,711
0.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
867
shares
|
$335,390
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
865
shares
|
$334,616
0.2% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
865
shares
|
$334,616
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
856
shares
|
$331,135
0.18% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Clark Estates Inc
New York, NY |
Feb 06, 2025 Q4 2024 |
853
shares
|
$329,974
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
851
shares
|
$329,200
0.1% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
847
shares
|
$327,653
0.29% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
843
shares
|
$326,106
0.23% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
837
shares
|
$323,785
0.13% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
836
shares
|
$323,398
0.29% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
832
shares
|
$321,850
0.19% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
825
shares
|
$319,143
0.21% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
824
shares
|
$318,756
0.19% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
821
shares
|
$317,595
0.24% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
820
shares
|
$317,208
0.63% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
818
shares
|
$316,435
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
816
shares
|
$315,661
0.01% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$315,274
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
815
shares
|
$315,274
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
807
shares
|
$312,179
0.2% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
805
shares
|
$311,406
0.14% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
801
shares
|
$309,858
0.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
800
shares
|
$309,472
0.18% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
797
shares
|
$308,311
0.31% of portfolio
|
Q4 2024
New holding
|