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 |
|---|---|---|---|---|---|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,625
shares
|
$1.02 Million
0.93% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
2,623
shares
|
$1.02 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2,623
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,618
shares
|
$1.02 Million
0.61% of portfolio
|
Q2 2024
Added 323.62%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,610
shares
|
$1.01 Million
0.42% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
2,609
shares
|
$1.01 Million
0.57% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Feb 14, 2025 Q4 2024 |
2,607
shares
|
$1.01 Million
1.32% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,600
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,600
shares
|
$1.01 Million
3.3% of portfolio
|
Q3 2024
Reduced 60.61%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
2,600
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
2,599
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
2,598
shares
|
$1.01 Million
0.37% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
2,597
shares
|
$1.01 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,596
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 97.37%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,587
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,586
shares
|
$1 Million
1.48% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
2,576
shares
|
$998,998
0.61% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
2,576
shares
|
$998,998
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
2,575
shares
|
$998,610
0.64% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
2,573
shares
|
$997,835
0.43% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,570
shares
|
$996,671
0.6% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,566
shares
|
$995,120
0.82% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
2,564
shares
|
$994,344
0.69% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
2,560
shares
|
$992,793
0.89% of portfolio
|
Q4 2024
New holding
|