Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,436 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 $1.98 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leith Wheeler Investment Counsel Ltd.
|
Feb 14, 2025 Q4 2024 |
1,510
shares
|
$578,737
0.05% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
1,509
shares
|
$578,354
0.37% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Feb 06, 2025 Q4 2024 |
1,509
shares
|
$578,354
0.11% of portfolio
|
Q4 2024
Added 87.22%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,506
shares
|
$577,204
0.12% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Mar 06, 2025 Q4 2024 |
1,506
shares
|
$577,204
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$575,288
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$574,905
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$574,905
0.17% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$574,905
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
1,496
shares
|
$573,371
0.81% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,484
shares
|
$568,772
0.31% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,484
shares
|
$568,772
0.44% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
1,481
shares
|
$567,622
0.53% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
1,478
shares
|
$566,473
0.24% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
1,476
shares
|
$565,706
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,475
shares
|
$565,323
0.21% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,471
shares
|
$563,790
0.14% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,467
shares
|
$562,257
0.31% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
1,455
shares
|
$557,657
0.33% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,455
shares
|
$557,657
0.44% of portfolio
|
Q4 2024
Added 59.54%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
1,454
shares
|
$557,274
0.55% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
1,449
shares
|
$555,358
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
1,448
shares
|
$554,974
0.34% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,448
shares
|
$554,974
0.21% of portfolio
|
Q4 2024
Added 51.15%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,446
shares
|
$554,208
0.29% of portfolio
|
Q4 2024
Reduced 1.09%
|