Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,382 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 $2.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
8,947
shares
|
$3.67 Million
3.15% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
8,944
shares
|
$3.66 Million
1.29% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
8,939
shares
|
$3.66 Million
1.85% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
8,930
shares
|
$3.66 Million
1.27% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
8,927
shares
|
$3.66 Million
5.02% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,925
shares
|
$3.66 Million
1.58% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
8,922
shares
|
$3.65 Million
1.77% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
8,918
shares
|
$3.65 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,914
shares
|
$3.65 Million
3.92% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,902
shares
|
$3.65 Million
0.5% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
8,891
shares
|
$3.64 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
8,881
shares
|
$3.64 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
8,878
shares
|
$3.64 Million
0.81% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
8,873
shares
|
$3.63 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
8,851
shares
|
$3.63 Million
0.62% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,838
shares
|
$3.62 Million
0.98% of portfolio
|
Q4 2024
Added 85.91%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,832
shares
|
$3.62 Million
0.85% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,814
shares
|
$3.61 Million
1.75% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
8,808
shares
|
$3.61 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,806
shares
|
$3.61 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
8,800
shares
|
$3.6 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
8,800
shares
|
$3.6 Million
4.95% of portfolio
|
Q4 2024
Reduced 88.83%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
8,800
shares
|
$3.6 Million
2.06% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,792
shares
|
$3.6 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
8,773
shares
|
$3.59 Million
2.2% of portfolio
|
Q4 2024
Added 10.88%
|