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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
11,304
shares
|
$4.61 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
11,298
shares
|
$4.61 Million
4.22% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
11,293
shares
|
$4.61 Million
2.23% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
11,268
shares
|
$4.6 Million
0.65% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
11,263
shares
|
$4.6 Million
3.4% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
11,256
shares
|
$4.59 Million
0.42% of portfolio
|
Q4 2024
Added 124.94%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
11,255
shares
|
$4.59 Million
2.41% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
11,232
shares
|
$4.59 Million
2.09% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
11,219
shares
|
$4.58 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
11,201
shares
|
$4.57 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
11,184
shares
|
$4.57 Million
0.8% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Jan 02, 2025 Q4 2024 |
11,180
shares
|
$4.56 Million
2.23% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
11,157
shares
|
$4.55 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
11,156
shares
|
$4.55 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
11,144
shares
|
$4.55 Million
2.86% of portfolio
|
Q4 2024
Reduced 37.27%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
11,142
shares
|
$4.55 Million
1.7% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
11,130
shares
|
$4.54 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
11,120
shares
|
$4.54 Million
4.64% of portfolio
|
Q3 2023
Reduced 2.58%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
11,117
shares
|
$4.54 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
11,106
shares
|
$4.53 Million
2.36% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,091
shares
|
$4.53 Million
0.23% of portfolio
|
Q4 2024
Reduced 21.21%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
11,080
shares
|
$4.52 Million
2.44% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
11,068
shares
|
$4.52 Million
2.13% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,057
shares
|
$4.51 Million
2.85% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11,057
shares
|
$4.51 Million
1.84% of portfolio
|
Q4 2024
Reduced 2.62%
|