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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
10,381
shares
|
$4.32 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
10,352
shares
|
$4.31 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$4.31 Million
3.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,349
shares
|
$4.31 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,334
shares
|
$4.3 Million
2.26% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
10,331
shares
|
$4.3 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,329
shares
|
$4.3 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,325
shares
|
$4.3 Million
1.78% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$4.29 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
10,293
shares
|
$4.28 Million
0.48% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
10,283
shares
|
$4.28 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
10,277
shares
|
$4.28 Million
1.36% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
10,271
shares
|
$4.27 Million
1.82% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$4.27 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
10,254
shares
|
$4.27 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
10,242
shares
|
$4.26 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,238
shares
|
$4.26 Million
1.32% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,232
shares
|
$4.26 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$4.26 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
10,218
shares
|
$4.25 Million
4.28% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
10,215
shares
|
$4.25 Million
3.05% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,207
shares
|
$4.25 Million
0.58% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,171
shares
|
$4.23 Million
1.83% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
10,165
shares
|
$4.23 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
10,158
shares
|
$4.23 Million
1.22% of portfolio
|
Q3 2024
Added 0.01%
|