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 |
|---|---|---|---|---|---|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,700
shares
|
$2.75 Million
2.95% of portfolio
|
Q4 2023
Reduced 19.28%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,686
shares
|
$2.74 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,681
shares
|
$2.74 Million
1.11% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
6,669
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,669
shares
|
$2.74 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,668
shares
|
$2.74 Million
1.71% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
6,660
shares
|
$2.73 Million
0.35% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,658
shares
|
$2.73 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
6,658
shares
|
$2.73 Million
1.63% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,655
shares
|
$2.73 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
6,655
shares
|
$2.73 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,652
shares
|
$2.73 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
6,644
shares
|
$2.73 Million
0.42% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
6,644
shares
|
$2.73 Million
1.77% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
6,639
shares
|
$2.73 Million
1.75% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
6,630
shares
|
$2.72 Million
0.36% of portfolio
|
Q4 2024
Added 43.32%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
6,628
shares
|
$2.72 Million
1.01% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,612
shares
|
$2.71 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,596
shares
|
$2.71 Million
1.48% of portfolio
|
Q1 2024
Added 177.84%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
6,595
shares
|
$2.71 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
6,593
shares
|
$2.71 Million
0.81% of portfolio
|
Q4 2024
Added 51.63%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,589
shares
|
$2.71 Million
1.08% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
6,586
shares
|
$2.7 Million
1.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,585
shares
|
$2.7 Million
4.48% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,568
shares
|
$2.7 Million
0.56% of portfolio
|
Q4 2024
Added 258.32%
|