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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
12,606
shares
|
$5.15 Million
3.56% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,592
shares
|
$5.14 Million
5.8% of portfolio
|
Q2 2022
Added 4.59%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
12,579
shares
|
$5.13 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
12,578
shares
|
$5.13 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
12,567
shares
|
$5.13 Million
0.42% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
12,566
shares
|
$5.13 Million
1.24% of portfolio
|
Q3 2023
New holding
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Feb 11, 2025 Q4 2024 |
12,562
shares
|
$5.13 Million
5.95% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
12,559
shares
|
$5.13 Million
0.72% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
12,551
shares
|
$5.12 Million
4.1% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
12,550
shares
|
$5.12 Million
3.69% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,537
shares
|
$5.12 Million
1.66% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,530
shares
|
$5.11 Million
2.84% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
12,508
shares
|
$5.11 Million
2.59% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
12,505
shares
|
$5.1 Million
3.66% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
12,478
shares
|
$5.09 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
12,474
shares
|
$5.09 Million
2.81% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
12,473
shares
|
$5.09 Million
2.69% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
12,472
shares
|
$5.09 Million
0.98% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
12,470
shares
|
$5.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
12,463
shares
|
$5.09 Million
3.71% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
12,456
shares
|
$5.08 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,454
shares
|
$5.08 Million
7.71% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
12,451
shares
|
$5.08 Million
1.99% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,449
shares
|
$5.08 Million
2.17% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
12,433
shares
|
$5.08 Million
0.46% of portfolio
|
Q4 2024
New holding
|