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 |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,715
shares
|
$1.52 Million
0.97% of portfolio
|
Q3 2024
Added 31.69%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
3,714
shares
|
$1.52 Million
0.59% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,713
shares
|
$1.52 Million
0.82% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.52 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
3,705
shares
|
$1.52 Million
0.46% of portfolio
|
Q4 2024
Added 50.37%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
3,699
shares
|
$1.52 Million
0.34% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
3,698
shares
|
$1.52 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
3,695
shares
|
$1.51 Million
1.15% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,682
shares
|
$1.51 Million
0.59% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
3,666
shares
|
$1.5 Million
2.49% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,661
shares
|
$1.5 Million
1.34% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
3,648
shares
|
$1.49 Million
0.77% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,645
shares
|
$1.49 Million
0.33% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,635
shares
|
$1.49 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,627
shares
|
$1.49 Million
0.36% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
3,617
shares
|
$1.48 Million
0.53% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.48 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
3,610
shares
|
$1.48 Million
1.23% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,609
shares
|
$1.48 Million
0.47% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
3,608
shares
|
$1.48 Million
0.58% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
3,591
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
3,573
shares
|
$1.46 Million
0.35% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
3,571
shares
|
$1.46 Million
1.49% of portfolio
|
Q4 2023
New holding
|