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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
12,030
shares
|
$4.91 Million
2.75% of portfolio
|
Q3 2023
Added 2.03%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
12,022
shares
|
$4.91 Million
2.33% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
11,988
shares
|
$4.89 Million
0.74% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
11,983
shares
|
$4.89 Million
1.91% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,965
shares
|
$4.88 Million
1.37% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,962
shares
|
$4.88 Million
0.59% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
11,938
shares
|
$4.87 Million
2.35% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
11,931
shares
|
$4.87 Million
0.73% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
11,914
shares
|
$4.86 Million
1.56% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,913
shares
|
$4.86 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
11,893
shares
|
$4.85 Million
0.18% of portfolio
|
Q4 2024
Added 82.66%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
11,880
shares
|
$4.85 Million
2.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
11,877
shares
|
$4.85 Million
0.63% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
11,873
shares
|
$4.85 Million
2.33% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,862
shares
|
$4.84 Million
1.98% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,859
shares
|
$4.84 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
11,850
shares
|
$4.84 Million
1.4% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
11,841
shares
|
$4.83 Million
2.11% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
11,836
shares
|
$4.83 Million
2.67% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
11,819
shares
|
$4.82 Million
1.54% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,817
shares
|
$4.82 Million
0.79% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Feb 18, 2025 Q4 2024 |
11,802
shares
|
$4.82 Million
0.6% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Unicom Systems, Inc.
Las Vegas, NV |
Jan 29, 2025 Q4 2024 |
11,800
shares
|
$4.82 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,792
shares
|
$4.81 Million
3.6% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
11,785
shares
|
$4.81 Million
2.17% of portfolio
|
Q4 2024
Reduced 50.76%
|