Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,444 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 $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
4,504
shares
|
$1.75 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$1.75 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,501
shares
|
$1.75 Million
0.42% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
4,500
shares
|
$1.75 Million
0.29% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
4,495
shares
|
$1.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 39.99%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
4,489
shares
|
$1.74 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$1.74 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,487
shares
|
$1.74 Million
0.94% of portfolio
|
Q4 2024
Reduced 50.23%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,483
shares
|
$1.74 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,482
shares
|
$1.74 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
|
$1.74 Million
1.63% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,477
shares
|
$1.74 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
4,469
shares
|
$1.73 Million
0.72% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
4,466
shares
|
$1.73 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
4,466
shares
|
$1.73 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,463
shares
|
$1.73 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
4,460
shares
|
$1.73 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
4,458
shares
|
$1.73 Million
1.14% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
4,457
shares
|
$1.73 Million
0.82% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,456
shares
|
$1.73 Million
0.58% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,455
shares
|
$1.73 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,454
shares
|
$1.73 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
4,453
shares
|
$1.73 Million
0.74% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,449
shares
|
$1.73 Million
1.17% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
4,447
shares
|
$1.72 Million
0.48% of portfolio
|
Q4 2024
Added 14.14%
|