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 |
|---|---|---|---|---|---|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
6,560
shares
|
$2.69 Million
1.21% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
6,555
shares
|
$2.69 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
6,549
shares
|
$2.69 Million
2.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,534
shares
|
$2.68 Million
1.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
6,528
shares
|
$2.68 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,527
shares
|
$2.68 Million
0.77% of portfolio
|
Q3 2023
Added 12.87%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
6,516
shares
|
$2.68 Million
0.83% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,511
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 57.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
6,509
shares
|
$2.67 Million
1.98% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,508
shares
|
$2.67 Million
1.47% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
6,505
shares
|
$2.67 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,501
shares
|
$2.67 Million
2.72% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
6,490
shares
|
$2.66 Million
2.43% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,489
shares
|
$2.66 Million
2.17% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,488
shares
|
$2.66 Million
1.17% of portfolio
|
Q1 2024
Reduced 10.3%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,486
shares
|
$2.66 Million
0.5% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,484
shares
|
$2.66 Million
0.69% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$2.66 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
6,481
shares
|
$2.66 Million
1.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
6,473
shares
|
$2.66 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
6,471
shares
|
$2.66 Million
2.23% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
6,470
shares
|
$2.66 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,465
shares
|
$2.65 Million
0.71% of portfolio
|
Q4 2024
Added 7.84%
|