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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
13,471
shares
|
$5.5 Million
2.89% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,459
shares
|
$5.49 Million
4.21% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
13,455
shares
|
$5.49 Million
2.34% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
13,446
shares
|
$5.49 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
13,445
shares
|
$5.49 Million
3.4% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
13,444
shares
|
$5.49 Million
3.03% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
13,426
shares
|
$5.48 Million
1.82% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
13,414
shares
|
$5.48 Million
3.69% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
13,404
shares
|
$5.47 Million
1.85% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
13,400
shares
|
$5.47 Million
3.9% of portfolio
|
Q4 2024
Reduced 37.67%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
13,392
shares
|
$5.47 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,389
shares
|
$5.47 Million
1.31% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,378
shares
|
$5.46 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,375
shares
|
$5.46 Million
1.17% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
13,355
shares
|
$5.45 Million
1.69% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
13,349
shares
|
$5.45 Million
2.65% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
13,347
shares
|
$5.45 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
13,338
shares
|
$5.44 Million
3.61% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
13,336
shares
|
$5.44 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
13,336
shares
|
$5.44 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
13,331
shares
|
$5.44 Million
1.74% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
13,330
shares
|
$5.44 Million
5.51% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
13,320
shares
|
$5.44 Million
2.84% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,311
shares
|
$5.43 Million
0.84% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
13,307
shares
|
$5.43 Million
2.97% of portfolio
|
Q4 2024
Added 3.06%
|