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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
5,186
shares
|
$2.14 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
5,177
shares
|
$2.13 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,168
shares
|
$2.13 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,164
shares
|
$2.13 Million
1.38% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,162
shares
|
$2.13 Million
0.65% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
5,158
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.58%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,158
shares
|
$2.13 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,152
shares
|
$2.12 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,140
shares
|
$2.12 Million
2.16% of portfolio
|
Q4 2024
Added 110.66%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
5,137
shares
|
$2.12 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,136
shares
|
$2.12 Million
1.52% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$2.12 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
5,118
shares
|
$2.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,117
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
5,103
shares
|
$2.1 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
5,102
shares
|
$2.1 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,099
shares
|
$2.1 Million
0.86% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$2.1 Million
0.94% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
5,080
shares
|
$2.09 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$2.09 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
5,077
shares
|
$2.09 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
5,077
shares
|
$2.09 Million
1.74% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,060
shares
|
$2.09 Million
1.25% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
5,060
shares
|
$2.09 Million
1.99% of portfolio
|
Q4 2024
New holding
|