Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,119 institutions that hold shares in the stock, with a total of 5 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
5,765
shares
|
$2.38 Million
1.68% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
5,761
shares
|
$2.37 Million
1.68% of portfolio
|
Q4 2024
Added 88.7%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,761
shares
|
$2.37 Million
0.68% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
5,753
shares
|
$2.37 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,747
shares
|
$2.37 Million
0.42% of portfolio
|
Q2 2023
Reduced 13.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
5,743
shares
|
$2.37 Million
0.51% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,742
shares
|
$2.37 Million
0.41% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,739
shares
|
$2.37 Million
0.57% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
5,738
shares
|
$2.37 Million
0.81% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,737
shares
|
$2.36 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,730
shares
|
$2.36 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
5,723
shares
|
$2.36 Million
0.53% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
5,720
shares
|
$2.36 Million
2.86% of portfolio
|
Q4 2024
Reduced 54.25%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,720
shares
|
$2.36 Million
1.0% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
5,705
shares
|
$2.35 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 88.2%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
5,702
shares
|
$2.35 Million
0.78% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,698
shares
|
$2.35 Million
0.2% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
5,692
shares
|
$2.35 Million
7.2% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
5,687
shares
|
$2.34 Million
1.71% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,686
shares
|
$2.34 Million
1.84% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
5,684
shares
|
$2.34 Million
0.56% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
5,680
shares
|
$2.34 Million
2.13% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
5,670
shares
|
$2.34 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,663
shares
|
$2.33 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.78%
|