Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,008 institutions that hold shares in the stock, with a total of 4.98 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 |
|---|---|---|---|---|---|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
3,088
shares
|
$1.27 Million
0.76% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
3,088
shares
|
$1.27 Million
0.85% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
3,086
shares
|
$1.27 Million
0.37% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,086
shares
|
$1.27 Million
0.86% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,080
shares
|
$1.27 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
3,076
shares
|
$1.26 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.26 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,067
shares
|
$1.26 Million
0.95% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
3,066
shares
|
$1.26 Million
0.69% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
3,053
shares
|
$1.25 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
3,050
shares
|
$1.25 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
3,049
shares
|
$1.25 Million
0.46% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,045
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,044
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,039
shares
|
$1.25 Million
3.23% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,036
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.25 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,018
shares
|
$1.24 Million
1.34% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.24 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
3,016
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$1.23 Million
10.39% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.23 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$1.23 Million
1.14% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,991
shares
|
$1.23 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.13%
|