Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,458 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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,519
shares
|
$1.36 Million
0.71% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
3,509
shares
|
$1.36 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.36 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$1.36 Million
6.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
3,486
shares
|
$1.35 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,478
shares
|
$1.35 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,477
shares
|
$1.35 Million
0.87% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,476
shares
|
$1.35 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,475
shares
|
$1.35 Million
1.48% of portfolio
|
Q4 2024
Reduced 63.42%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
3,474
shares
|
$1.35 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,471
shares
|
$1.35 Million
1.49% of portfolio
|
Q2 2024
Added 82.3%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.34 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
3,468
shares
|
$1.34 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$1.34 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,467
shares
|
$1.34 Million
1.24% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
3,455
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2023
Reduced 3.89%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,439
shares
|
$1.33 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,438
shares
|
$1.33 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
3,432
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
3,432
shares
|
$1.33 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
3,424
shares
|
$1.33 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,422
shares
|
$1.33 Million
0.59% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
3,419
shares
|
$1.33 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
3,416
shares
|
$1.32 Million
0.88% of portfolio
|
Q4 2024
Added 7.83%
|