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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
16,628
shares
|
$6.79 Million
5.89% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
16,606
shares
|
$6.78 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
16,585
shares
|
$6.77 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
16,583
shares
|
$6.77 Million
2.87% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
16,542
shares
|
$6.75 Million
3.8% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,533
shares
|
$6.75 Million
5.03% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
16,511
shares
|
$6.74 Million
3.08% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
16,506
shares
|
$6.74 Million
2.71% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
16,476
shares
|
$6.73 Million
0.96% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
16,472
shares
|
$6.72 Million
3.54% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
16,471
shares
|
$6.72 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,458
shares
|
$6.72 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
16,433
shares
|
$6.71 Million
2.17% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
16,431
shares
|
$6.71 Million
6.44% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
16,413
shares
|
$6.7 Million
2.09% of portfolio
|
Q3 2023
Added 8.3%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
16,402
shares
|
$6.7 Million
4.3% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Feb 14, 2025 Q4 2024 |
16,396
shares
|
$6.69 Million
2.43% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,391
shares
|
$6.69 Million
4.21% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
16,390
shares
|
$6.69 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
16,382
shares
|
$6.69 Million
2.95% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
16,362
shares
|
$6.68 Million
0.82% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
16,362
shares
|
$6.68 Million
3.08% of portfolio
|
Q4 2024
Added 100.37%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
16,351
shares
|
$6.67 Million
2.1% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
16,347
shares
|
$6.67 Million
1.2% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
16,294
shares
|
$6.65 Million
0.56% of portfolio
|
Q4 2024
Added 10.81%
|