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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
4,445
shares
|
$1.72 Million
0.81% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,437
shares
|
$1.72 Million
0.59% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$1.72 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,434
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
4,430
shares
|
$1.72 Million
1.24% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
4,430
shares
|
$1.72 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
4,427
shares
|
$1.72 Million
1.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
4,407
shares
|
$1.71 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
4,400
shares
|
$1.71 Million
1.19% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
4,392
shares
|
$1.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 82.44%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
4,388
shares
|
$1.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 29.16%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
4,387
shares
|
$1.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
4,387
shares
|
$1.7 Million
1.12% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
4,385
shares
|
$1.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,379
shares
|
$1.7 Million
0.46% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$1.7 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
4,371
shares
|
$1.7 Million
1.07% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
4,366
shares
|
$1.69 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
4,366
shares
|
$1.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,360
shares
|
$1.69 Million
0.97% of portfolio
|
Q3 2024
Added 62.08%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
4,353
shares
|
$1.69 Million
0.87% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
4,342
shares
|
$1.68 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
4,341
shares
|
$1.68 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
4,338
shares
|
$1.68 Million
0.38% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,336
shares
|
$1.68 Million
0.38% of portfolio
|
Q4 2024
Added 6.96%
|