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 |
|---|---|---|---|---|---|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,442
shares
|
$5.9 Million
2.84% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
14,420
shares
|
$5.89 Million
3.99% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
14,416
shares
|
$5.88 Million
2.03% of portfolio
|
Q3 2023
Reduced 27.66%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,415
shares
|
$5.88 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
14,410
shares
|
$5.88 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
14,410
shares
|
$5.88 Million
0.88% of portfolio
|
Q4 2024
Added 328.61%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
14,405
shares
|
$5.88 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
14,401
shares
|
$5.88 Million
1.75% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
14,385
shares
|
$5.87 Million
4.23% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
14,365
shares
|
$5.86 Million
3.17% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
14,343
shares
|
$5.85 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
14,330
shares
|
$5.85 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
14,318
shares
|
$5.84 Million
0.83% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
14,311
shares
|
$5.84 Million
1.27% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
14,300
shares
|
$5.84 Million
2.19% of portfolio
|
Q1 2022
Reduced 0.69%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,292
shares
|
$5.83 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
14,288
shares
|
$5.83 Million
0.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
14,282
shares
|
$5.83 Million
5.01% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,267
shares
|
$5.82 Million
0.33% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,251
shares
|
$5.82 Million
2.21% of portfolio
|
Q3 2023
Added 3.67%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
14,246
shares
|
$5.82 Million
3.44% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,225
shares
|
$5.81 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,225
shares
|
$5.81 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
14,203
shares
|
$5.8 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
14,175
shares
|
$5.79 Million
2.16% of portfolio
|
Q4 2024
Added 24.75%
|