Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,087 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
4,692
shares
|
$1.92 Million
0.6% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,674
shares
|
$1.92 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
4,670
shares
|
$1.91 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,670
shares
|
$1.91 Million
1.11% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,654
shares
|
$1.91 Million
1.43% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,644
shares
|
$1.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,639
shares
|
$1.9 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
4,639
shares
|
$1.9 Million
0.61% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,635
shares
|
$1.9 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
4,627
shares
|
$1.9 Million
0.72% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,626
shares
|
$1.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
4,624
shares
|
$1.89 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
4,617
shares
|
$1.89 Million
1.42% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
4,613
shares
|
$1.89 Million
2.25% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,610
shares
|
$1.89 Million
0.12% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
4,610
shares
|
$1.89 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
4,607
shares
|
$1.89 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,601
shares
|
$1.89 Million
0.14% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
4,599
shares
|
$1.88 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
4,595
shares
|
$1.88 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
4,595
shares
|
$1.88 Million
2.35% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
4,595
shares
|
$1.88 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
4,590
shares
|
$1.88 Million
0.79% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,575
shares
|
$1.87 Million
0.88% of portfolio
|
Q2 2023
Added 5.29%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
4,573
shares
|
$1.87 Million
1.17% of portfolio
|
Q3 2024
Added 0.51%
|