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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
3,950
shares
|
$1.62 Million
1.13% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$1.62 Million
0.65% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,942
shares
|
$1.62 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
3,930
shares
|
$1.61 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,929
shares
|
$1.61 Million
0.93% of portfolio
|
Q3 2024
Added 106.14%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
3,925
shares
|
$1.61 Million
1.28% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
3,923
shares
|
$1.61 Million
0.88% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
3,919
shares
|
$1.61 Million
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
3,916
shares
|
$1.6 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.6 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,902
shares
|
$1.6 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
3,901
shares
|
$1.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
3,893
shares
|
$1.6 Million
0.74% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.59 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,870
shares
|
$1.59 Million
2.0% of portfolio
|
Q4 2024
Reduced 48.61%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,870
shares
|
$1.59 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,867
shares
|
$1.58 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
3,864
shares
|
$1.58 Million
0.95% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,862
shares
|
$1.58 Million
0.54% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
3,852
shares
|
$1.58 Million
0.62% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.58 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
3,846
shares
|
$1.58 Million
0.84% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
3,846
shares
|
$1.58 Million
0.93% of portfolio
|
Q3 2024
Added 0.68%
|