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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,774
shares
|
$4.81 Million
1.6% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
11,772
shares
|
$4.81 Million
3.61% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
11,765
shares
|
$4.8 Million
3.44% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
11,760
shares
|
$4.8 Million
1.22% of portfolio
|
Q4 2024
Added 47.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
11,759
shares
|
$4.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
11,756
shares
|
$4.8 Million
5.75% of portfolio
|
Q2 2022
Reduced 45.68%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
11,753
shares
|
$4.8 Million
0.61% of portfolio
|
Q4 2024
Added 91.64%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
11,730
shares
|
$4.79 Million
5.07% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
11,721
shares
|
$4.78 Million
0.86% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
11,715
shares
|
$4.78 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
11,712
shares
|
$4.78 Million
2.94% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Brown University
|
Feb 10, 2025 Q4 2024 |
11,700
shares
|
$4.78 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
11,699
shares
|
$4.78 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
11,696
shares
|
$4.77 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
11,660
shares
|
$4.76 Million
0.94% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,624
shares
|
$4.75 Million
2.55% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,622
shares
|
$4.74 Million
1.2% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
11,617
shares
|
$4.74 Million
0.71% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
11,615
shares
|
$4.74 Million
0.56% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,608
shares
|
$4.74 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
11,606
shares
|
$4.74 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
11,592
shares
|
$4.73 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
11,589
shares
|
$4.73 Million
4.93% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
11,572
shares
|
$4.72 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Dudley & Shanley, Inc.
|
Jan 03, 2025 Q4 2024 |
11,554
shares
|
$4.72 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.26%
|