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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
3,994
shares
|
$1.55 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,980
shares
|
$1.54 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,980
shares
|
$1.54 Million
1.09% of portfolio
|
Q2 2024
Reduced 76.81%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
3,979
shares
|
$1.54 Million
0.24% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,974
shares
|
$1.54 Million
3.71% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
3,972
shares
|
$1.54 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
3,970
shares
|
$1.54 Million
3.69% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,962
shares
|
$1.54 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
3,958
shares
|
$1.53 Million
0.31% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,958
shares
|
$1.53 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
3,956
shares
|
$1.53 Million
0.62% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
3,953
shares
|
$1.53 Million
2.42% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
3,950
shares
|
$1.53 Million
1.13% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,948
shares
|
$1.53 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$1.53 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
3,946
shares
|
$1.53 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
3,942
shares
|
$1.53 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,931
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
3,925
shares
|
$1.52 Million
1.28% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
3,923
shares
|
$1.52 Million
0.88% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
3,919
shares
|
$1.52 Million
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
3,918
shares
|
$1.52 Million
1.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
3,916
shares
|
$1.52 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|