Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
8,613
shares
|
$3.52 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
8,611
shares
|
$3.52 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
8,603
shares
|
$3.51 Million
1.62% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
8,602
shares
|
$3.51 Million
0.78% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,600
shares
|
$3.51 Million
1.24% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
8,593
shares
|
$3.51 Million
2.55% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
8,569
shares
|
$3.5 Million
3.61% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,561
shares
|
$3.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 76.47%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
8,552
shares
|
$3.49 Million
1.23% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Feb 14, 2025 Q4 2024 |
8,550
shares
|
$3.49 Million
2.19% of portfolio
|
Q4 2024
Added 111.53%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
8,540
shares
|
$3.49 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
8,540
shares
|
$3.49 Million
3.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
8,539
shares
|
$3.49 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,529
shares
|
$3.48 Million
0.65% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
8,526
shares
|
$3.48 Million
1.08% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
8,518
shares
|
$3.48 Million
1.91% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
8,508
shares
|
$3.47 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
8,505
shares
|
$3.47 Million
1.51% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
8,502
shares
|
$3.47 Million
1.28% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
8,501
shares
|
$3.47 Million
1.56% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
8,483
shares
|
$3.46 Million
0.9% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,471
shares
|
$3.46 Million
6.26% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
8,469
shares
|
$3.46 Million
1.49% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
8,466
shares
|
$3.46 Million
0.59% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
8,464
shares
|
$3.46 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.26%
|