Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,463
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2024
Added 61.93%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,455
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,451
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$1.09 Million
1.19% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,449
shares
|
$1.09 Million
1.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
2,449
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
2,440
shares
|
$1.08 Million
1.54% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,435
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
2,435
shares
|
$1.08 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,434
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2024
Added 74.48%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$1.08 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
2,428
shares
|
$1.08 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
2,423
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
2,422
shares
|
$1.08 Million
0.61% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,393
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,391
shares
|
$1.06 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,382
shares
|
$1.06 Million
0.67% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,380
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,380
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,374
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
2,369
shares
|
$1.05 Million
0.88% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,360
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
2,359
shares
|
$1.05 Million
0.28% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,339
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2024
Reduced 36.92%
|