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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
3,055
shares
|
$1.18 Million
2.5% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,052
shares
|
$1.18 Million
1.14% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,052
shares
|
$1.18 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
3,050
shares
|
$1.18 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
3,049
shares
|
$1.18 Million
0.46% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,045
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,044
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,043
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.18 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
3,035
shares
|
$1.18 Million
1.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
3,033
shares
|
$1.18 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
3,030
shares
|
$1.18 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,024
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.17 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
3,022
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,021
shares
|
$1.17 Million
0.49% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
3,018
shares
|
$1.17 Million
0.71% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
3,012
shares
|
$1.17 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
3,002
shares
|
$1.16 Million
2.68% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.16 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$1.16 Million
1.14% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
2,987
shares
|
$1.16 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
2,987
shares
|
$1.16 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.89%
|