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 |
|---|---|---|---|---|---|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
12,241
shares
|
$5 Million
0.75% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Feb 13, 2025 Q4 2024 |
12,202
shares
|
$4.98 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,194
shares
|
$4.98 Million
3.43% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
12,180
shares
|
$4.97 Million
2.58% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
12,180
shares
|
$4.97 Million
3.21% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
12,175
shares
|
$4.97 Million
3.54% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
12,171
shares
|
$4.97 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
12,169
shares
|
$4.97 Million
4.17% of portfolio
|
Q2 2023
Reduced 34.34%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
12,158
shares
|
$4.96 Million
3.23% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
12,144
shares
|
$4.96 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
12,135
shares
|
$4.95 Million
0.16% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
12,132
shares
|
$4.95 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
12,115
shares
|
$4.95 Million
2.21% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
12,099
shares
|
$4.94 Million
6.58% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
12,098
shares
|
$4.94 Million
1.16% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Feb 10, 2025 Q4 2024 |
12,098
shares
|
$4.94 Million
5.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
12,094
shares
|
$4.94 Million
3.5% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
12,090
shares
|
$4.94 Million
2.55% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
12,083
shares
|
$4.93 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
12,075
shares
|
$4.93 Million
3.37% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
12,072
shares
|
$4.93 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,071
shares
|
$4.93 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
12,045
shares
|
$4.92 Million
5.31% of portfolio
|
Q4 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
12,044
shares
|
$4.92 Million
1.41% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
12,036
shares
|
$4.91 Million
0.39% of portfolio
|
Q4 2024
Added 4.03%
|