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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,928
shares
|
$2.03 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,924
shares
|
$2.03 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,909
shares
|
$2.02 Million
0.49% of portfolio
|
Q4 2024
Added 40.18%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
4,898
shares
|
$2.02 Million
1.74% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,892
shares
|
$2.02 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
4,890
shares
|
$2.02 Million
1.1% of portfolio
|
Q3 2023
New holding
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,884
shares
|
$2.01 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,873
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
4,868
shares
|
$2.01 Million
0.55% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
4,864
shares
|
$2.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
4,860
shares
|
$2 Million
1.49% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$2 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,850
shares
|
$2 Million
0.63% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,850
shares
|
$2 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
4,832
shares
|
$1.99 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
4,829
shares
|
$1.99 Million
1.49% of portfolio
|
Q4 2024
Added 33.36%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
4,821
shares
|
$1.99 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,816
shares
|
$1.99 Million
0.52% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
4,816
shares
|
$1.99 Million
1.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
4,809
shares
|
$1.98 Million
1.66% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,802
shares
|
$1.98 Million
1.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
4,793
shares
|
$1.98 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
4,789
shares
|
$1.97 Million
1.73% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4,786
shares
|
$1.97 Million
0.33% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,784
shares
|
$1.97 Million
0.49% of portfolio
|
Q2 2022
Reduced 89.94%
|