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 |
|---|---|---|---|---|---|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
4,781
shares
|
$1.97 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,779
shares
|
$1.97 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
4,776
shares
|
$1.97 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,772
shares
|
$1.97 Million
1.39% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$1.97 Million
0.41% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,762
shares
|
$1.96 Million
1.77% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
4,754
shares
|
$1.96 Million
0.99% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
4,754
shares
|
$1.96 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Latash Investments, LLC
Anchorage, AK |
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$1.96 Million
1.89% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,747
shares
|
$1.96 Million
0.87% of portfolio
|
Q4 2022
Reduced 37.47%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,744
shares
|
$1.96 Million
0.98% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,743
shares
|
$1.96 Million
1.24% of portfolio
|
Q4 2024
Reduced 24.89%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,736
shares
|
$1.95 Million
1.77% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,735
shares
|
$1.95 Million
1.07% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$1.95 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,720
shares
|
$1.95 Million
0.83% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
4,720
shares
|
$1.95 Million
0.92% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
4,720
shares
|
$1.95 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
4,712
shares
|
$1.94 Million
1.57% of portfolio
|
Q4 2024
Reduced 61.27%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
4,709
shares
|
$1.94 Million
3.81% of portfolio
|
Q2 2024
Reduced 53.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,709
shares
|
$1.94 Million
0.74% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
4,709
shares
|
$1.94 Million
0.87% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,705
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 108.37%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
4,701
shares
|
$1.94 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
4,700
shares
|
$1.94 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.66%
|