Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,400 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 $2.14 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
10,627
shares
|
$4.42 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
10,625
shares
|
$4.42 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
10,621
shares
|
$4.42 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
10,612
shares
|
$4.42 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
10,605
shares
|
$4.41 Million
3.34% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
10,570
shares
|
$4.4 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
10,564
shares
|
$4.4 Million
3.85% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
High Vista Strategies LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,558
shares
|
$4.39 Million
1.84% of portfolio
|
Q4 2024
Added 45.47%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,553
shares
|
$4.39 Million
1.98% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,544
shares
|
$4.39 Million
0.84% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
10,542
shares
|
$4.39 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
10,531
shares
|
$4.38 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
10,525
shares
|
$4.38 Million
3.11% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
10,516
shares
|
$4.38 Million
0.55% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
10,513
shares
|
$4.37 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
10,468
shares
|
$4.36 Million
1.66% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
10,465
shares
|
$4.35 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
10,460
shares
|
$4.35 Million
3.49% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
10,459
shares
|
$4.35 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
10,448
shares
|
$4.35 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
10,446
shares
|
$4.35 Million
3.38% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
10,439
shares
|
$4.34 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
10,425
shares
|
$4.34 Million
1.42% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$4.33 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
10,399
shares
|
$4.33 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.69%
|