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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
3,227
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
Reduced 77.69%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,222
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,218
shares
|
$1.25 Million
0.72% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,218
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
3,215
shares
|
$1.25 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.25 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
3,212
shares
|
$1.25 Million
0.71% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
3,210
shares
|
$1.24 Million
0.37% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,199
shares
|
$1.24 Million
0.83% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,194
shares
|
$1.24 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.24 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,190
shares
|
$1.24 Million
0.34% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,184
shares
|
$1.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
3,180
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Feb 06, 2025 Q4 2024 |
3,173
shares
|
$1.23 Million
1.4% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
3,171
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
3,170
shares
|
$1.23 Million
0.56% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
3,169
shares
|
$1.23 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
3,168
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Added 166.22%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
3,166
shares
|
$1.23 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,165
shares
|
$1.23 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
3,163
shares
|
$1.23 Million
1.06% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
3,160
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
3,160
shares
|
$1.23 Million
0.86% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,159
shares
|
$1.23 Million
0.72% of portfolio
|
Q4 2024
Added 0.03%
|