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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
3,839
shares
|
$1.57 Million
1.05% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.57 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,829
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,827
shares
|
$1.57 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
3,821
shares
|
$1.57 Million
0.89% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,814
shares
|
$1.56 Million
1.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,807
shares
|
$1.56 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,806
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 58.07%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,794
shares
|
$1.55 Million
0.84% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,784
shares
|
$1.55 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,775
shares
|
$1.55 Million
0.75% of portfolio
|
Q4 2024
Added 32.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.55 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.54 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
3,761
shares
|
$1.54 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,759
shares
|
$1.54 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Zeit Capital LLC
|
Feb 07, 2025 Q4 2024 |
3,748
shares
|
$1.54 Million
1.26% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,745
shares
|
$1.53 Million
0.61% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$1.53 Million
1.73% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$1.53 Million
0.94% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,737
shares
|
$1.53 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
3,736
shares
|
$1.53 Million
1.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,724
shares
|
$1.53 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.85%
|