Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,436 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $1.98 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,264
shares
|
$2.02 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
5,262
shares
|
$2.02 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
5,256
shares
|
$2.01 Million
0.35% of portfolio
|
Q4 2024
Added 113.66%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,250
shares
|
$2.01 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,246
shares
|
$2.01 Million
1.26% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
5,246
shares
|
$2.01 Million
1.49% of portfolio
|
Q4 2024
Reduced 60.16%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
5,242
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
5,240
shares
|
$2.01 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
5,229
shares
|
$2 Million
0.41% of portfolio
|
Q4 2024
Reduced 68.98%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,227
shares
|
$2 Million
0.92% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
5,206
shares
|
$2 Million
1.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
5,198
shares
|
$1.99 Million
0.47% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
5,196
shares
|
$1.99 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
5,186
shares
|
$1.99 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
5,181
shares
|
$1.99 Million
1.09% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
5,177
shares
|
$1.98 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$1.98 Million
2.88% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
5,170
shares
|
$1.98 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5,168
shares
|
$1.98 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,167
shares
|
$1.98 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,164
shares
|
$1.98 Million
1.38% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
5,163
shares
|
$1.98 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
5,158
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.58%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,158
shares
|
$1.98 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
5,152
shares
|
$1.97 Million
1.74% of portfolio
|
Q4 2024
New holding
|