Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,262 institutions that hold shares in the stock, with a total of 5.11 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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
7,338
shares
|
$3.01 Million
1.69% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,337
shares
|
$3.01 Million
0.87% of portfolio
|
Q1 2023
Reduced 0.77%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
7,337
shares
|
$3.01 Million
0.32% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
7,335
shares
|
$3.01 Million
1.34% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
7,332
shares
|
$3.01 Million
0.86% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
7,318
shares
|
$3 Million
2.14% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,318
shares
|
$3 Million
1.73% of portfolio
|
Q3 2023
Added 19.42%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
7,277
shares
|
$2.99 Million
1.58% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
7,272
shares
|
$2.99 Million
0.88% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,262
shares
|
$2.98 Million
0.84% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
7,259
shares
|
$2.98 Million
1.0% of portfolio
|
Q2 2024
Added 19.21%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,258
shares
|
$2.98 Million
1.22% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,245
shares
|
$2.97 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
7,245
shares
|
$2.97 Million
1.93% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,243
shares
|
$2.97 Million
0.71% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
7,242
shares
|
$2.97 Million
1.08% of portfolio
|
Q1 2023
Reduced 11.7%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,242
shares
|
$2.97 Million
2.11% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,240
shares
|
$2.97 Million
2.32% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
7,237
shares
|
$2.97 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
7,236
shares
|
$2.97 Million
1.09% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
7,234
shares
|
$2.97 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
7,227
shares
|
$2.97 Million
2.29% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,220
shares
|
$2.96 Million
1.54% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
7,206
shares
|
$2.96 Million
1.95% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
7,206
shares
|
$2.96 Million
2.62% of portfolio
|
Q4 2024
Added 15.78%
|