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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$666,090
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$666,090
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,493
shares
|
$662,981
0.13% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,492
shares
|
$662,537
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,490
shares
|
$661,649
0.32% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,487
shares
|
$660,317
0.33% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,483
shares
|
$658,540
0.03% of portfolio
|
Q3 2024
Reduced 58.64%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
1,480
shares
|
$657,208
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
1,476
shares
|
$655,432
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,475
shares
|
$654,988
0.21% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,461
shares
|
$648,771
0.51% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,460
shares
|
$648,327
0.41% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
1,455
shares
|
$646,107
0.33% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,449
shares
|
$643,442
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
1,449
shares
|
$643,442
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,446
shares
|
$642,110
0.29% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
1,434
shares
|
$636,782
0.21% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
1,431
shares
|
$635,449
0.54% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
1,427
shares
|
$633,673
0.21% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,425
shares
|
$632,785
0.01% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
1,424
shares
|
$632,341
0.46% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,410
shares
|
$626,124
0.33% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,410
shares
|
$626,124
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$624,792
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
1,401
shares
|
$622,128
0.41% of portfolio
|
Q3 2024
Added 0.07%
|