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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
7,204
shares
|
$2.96 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
7,199
shares
|
$2.96 Million
2.1% of portfolio
|
Q4 2023
Added 1.18%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
7,192
shares
|
$2.95 Million
1.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
7,190
shares
|
$2.95 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
7,190
shares
|
$2.95 Million
0.66% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,158
shares
|
$2.94 Million
1.33% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
7,150
shares
|
$2.94 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
7,140
shares
|
$2.93 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$2.93 Million
4.47% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,130
shares
|
$2.93 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
7,121
shares
|
$2.92 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
7,118
shares
|
$2.92 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
7,106
shares
|
$2.92 Million
2.07% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
7,104
shares
|
$2.92 Million
1.92% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
7,095
shares
|
$2.91 Million
1.63% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
7,088
shares
|
$2.91 Million
2.14% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
7,078
shares
|
$2.91 Million
1.88% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
7,074
shares
|
$2.9 Million
2.08% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
7,067
shares
|
$2.9 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
7,053
shares
|
$2.9 Million
1.63% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
7,050
shares
|
$2.89 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,023
shares
|
$2.88 Million
0.97% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
7,021
shares
|
$2.88 Million
1.07% of portfolio
|
Q3 2024
Added 53.63%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
7,012
shares
|
$2.88 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.38%
|