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 |
|---|---|---|---|---|---|
|
Forest Hill Capital, LLC
Little Rock, AR |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$3.27 Million
2.66% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,995
shares
|
$3.27 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
7,991
shares
|
$3.26 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
7,986
shares
|
$3.26 Million
1.03% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
7,984
shares
|
$3.26 Million
1.73% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
7,976
shares
|
$3.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
7,975
shares
|
$3.26 Million
0.79% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,969
shares
|
$3.25 Million
1.1% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
7,964
shares
|
$3.25 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
7,963
shares
|
$3.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
7,960
shares
|
$3.25 Million
0.8% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
7,951
shares
|
$3.25 Million
1.91% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,930
shares
|
$3.24 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
7,928
shares
|
$3.24 Million
0.69% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
7,922
shares
|
$3.24 Million
1.26% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
7,922
shares
|
$3.24 Million
1.91% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
7,912
shares
|
$3.23 Million
0.38% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,898
shares
|
$3.23 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,897
shares
|
$3.23 Million
3.09% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,886
shares
|
$3.22 Million
1.0% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
7,883
shares
|
$3.22 Million
1.66% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
7,877
shares
|
$3.22 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
7,850
shares
|
$3.21 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
7,850
shares
|
$3.21 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
7,846
shares
|
$3.2 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.32%
|