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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,338
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$1.04 Million
0.82% of portfolio
|
Q4 2024
Added 47.51%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$1.04 Million
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
2,334
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
2,325
shares
|
$1.03 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
2,319
shares
|
$1.03 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,316
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
2,315
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
2,312
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,302
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,300
shares
|
$1.02 Million
0.82% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$1.02 Million
0.71% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
2,291
shares
|
$1.02 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
2,290
shares
|
$1.02 Million
0.53% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
2,290
shares
|
$1.02 Million
0.65% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,288
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Added 160.3%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
2,284
shares
|
$1.01 Million
0.68% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,280
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
2,277
shares
|
$1.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
2,265
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
2,257
shares
|
$1 Million
0.5% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$1 Million
0.56% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$1 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,253
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
New holding
|