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 |
|---|---|---|---|---|---|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
4,567
shares
|
$1.87 Million
1.35% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
4,559
shares
|
$1.87 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,555
shares
|
$1.87 Million
0.23% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
4,550
shares
|
$1.86 Million
1.81% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
4,550
shares
|
$1.86 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,547
shares
|
$1.86 Million
0.78% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
4,542
shares
|
$1.86 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,529
shares
|
$1.86 Million
1.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
4,529
shares
|
$1.86 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,519
shares
|
$1.85 Million
1.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
4,513
shares
|
$1.85 Million
3.67% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
4,505
shares
|
$1.85 Million
0.97% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
4,504
shares
|
$1.85 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$1.85 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
4,500
shares
|
$1.84 Million
0.13% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
4,490
shares
|
$1.84 Million
1.37% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
4,489
shares
|
$1.84 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$1.84 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,487
shares
|
$1.84 Million
0.94% of portfolio
|
Q4 2024
Reduced 50.23%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,483
shares
|
$1.84 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,482
shares
|
$1.84 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
4,482
shares
|
$1.84 Million
1.63% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,477
shares
|
$1.83 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$1.83 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
4,469
shares
|
$1.83 Million
0.72% of portfolio
|
Q4 2024
Added 6.84%
|