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 |
|---|---|---|---|---|---|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
6,071
shares
|
$2.49 Million
4.48% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,066
shares
|
$2.49 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
6,061
shares
|
$2.49 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,059
shares
|
$2.49 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
6,057
shares
|
$2.49 Million
0.7% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
6,038
shares
|
$2.48 Million
0.79% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
6,030
shares
|
$2.48 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
6,029
shares
|
$2.48 Million
0.53% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,020
shares
|
$2.47 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
6,018
shares
|
$2.47 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
6,018
shares
|
$2.47 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
6,005
shares
|
$2.47 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,004
shares
|
$2.46 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
6,004
shares
|
$2.46 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$2.46 Million
0.41% of portfolio
|
Q1 2021
New holding
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
5,996
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
5,992
shares
|
$2.46 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
5,975
shares
|
$2.45 Million
1.66% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,970
shares
|
$2.45 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
5,967
shares
|
$2.45 Million
0.86% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,964
shares
|
$2.45 Million
0.56% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,964
shares
|
$2.45 Million
1.71% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,964
shares
|
$2.45 Million
1.37% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,960
shares
|
$2.45 Million
0.51% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
5,953
shares
|
$2.44 Million
1.14% of portfolio
|
Q4 2024
Added 2.23%
|