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 |
|---|---|---|---|---|---|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
3,293
shares
|
$1.28 Million
0.68% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.28 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
3,286
shares
|
$1.27 Million
0.46% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,286
shares
|
$1.27 Million
1.18% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.27 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
3,285
shares
|
$1.27 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
3,276
shares
|
$1.27 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.27 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
3,267
shares
|
$1.27 Million
0.87% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,267
shares
|
$1.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
3,266
shares
|
$1.27 Million
1.45% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,265
shares
|
$1.27 Million
0.74% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
3,264
shares
|
$1.27 Million
0.51% of portfolio
|
Q4 2024
Reduced 64.11%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,262
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.26 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,259
shares
|
$1.26 Million
1.09% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Elite Life Management LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$1.26 Million
4.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
3,248
shares
|
$1.26 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,244
shares
|
$1.26 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.26 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
3,238
shares
|
$1.26 Million
0.43% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
3,231
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 32.22%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,229
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
3,227
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.92%
|