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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$2.8 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
6,828
shares
|
$2.8 Million
1.12% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
6,816
shares
|
$2.8 Million
1.98% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
6,810
shares
|
$2.8 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
6,808
shares
|
$2.79 Million
1.99% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,801
shares
|
$2.79 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,799
shares
|
$2.79 Million
1.67% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
6,793
shares
|
$2.79 Million
1.13% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
6,787
shares
|
$2.79 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
6,777
shares
|
$2.78 Million
0.51% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
6,774
shares
|
$2.78 Million
1.21% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
6,774
shares
|
$2.78 Million
0.59% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,770
shares
|
$2.78 Million
1.5% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
6,770
shares
|
$2.78 Million
1.87% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
6,767
shares
|
$2.78 Million
0.42% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
6,765
shares
|
$2.78 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,765
shares
|
$2.78 Million
1.66% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,757
shares
|
$2.77 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
6,757
shares
|
$2.77 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,754
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
6,752
shares
|
$2.77 Million
1.46% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,752
shares
|
$2.77 Million
1.34% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,742
shares
|
$2.77 Million
1.81% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
6,732
shares
|
$2.76 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
6,728
shares
|
$2.76 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.8%
|