Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
17,890
shares
|
$7.3 Million
6.54% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
17,853
shares
|
$7.29 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,837
shares
|
$7.28 Million
3.34% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
17,837
shares
|
$7.28 Million
0.6% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,830
shares
|
$7.28 Million
2.37% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
17,827
shares
|
$7.28 Million
4.13% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
17,827
shares
|
$7.28 Million
3.49% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
17,820
shares
|
$7.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Freemont Management S.A.
|
Feb 10, 2025 Q4 2024 |
17,800
shares
|
$7.27 Million
3.74% of portfolio
|
Q2 2024
Reduced 83.13%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
17,797
shares
|
$7.26 Million
1.92% of portfolio
|
Q4 2024
Added 4048.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
17,775
shares
|
$7.26 Million
0.55% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
17,762
shares
|
$7.25 Million
7.54% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
17,750
shares
|
$7.25 Million
1.86% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
17,743
shares
|
$7.24 Million
3.56% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
17,733
shares
|
$7.24 Million
4.47% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
17,730
shares
|
$7.24 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
17,727
shares
|
$7.24 Million
2.81% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
17,726
shares
|
$7.24 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
17,702
shares
|
$7.23 Million
1.66% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
Jan 31, 2025 Q4 2024 |
17,700
shares
|
$7.23 Million
2.27% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
17,681
shares
|
$7.22 Million
0.94% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
17,669
shares
|
$7.21 Million
1.97% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,622
shares
|
$7.19 Million
1.05% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
17,620
shares
|
$7.19 Million
2.98% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
17,616
shares
|
$7.19 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.98%
|