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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,288
shares
|
$493,651
0.2% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,287
shares
|
$493,268
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,286
shares
|
$492,885
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
1,286
shares
|
$492,885
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,282
shares
|
$491,352
0.14% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
1,276
shares
|
$489,052
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
1,275
shares
|
$488,669
0.24% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
1,275
shares
|
$488,669
0.21% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$488,669
0.01% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$488,669
0.29% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
1,272
shares
|
$487,519
0.1% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
1,270
shares
|
$486,752
0.1% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,270
shares
|
$486,752
0.22% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
1,270
shares
|
$486,752
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
1,265
shares
|
$484,836
0.23% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
1,264
shares
|
$484,453
0.25% of portfolio
|
Q4 2024
Reduced 87.37%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$484,070
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,262
shares
|
$483,686
0.13% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
1,261
shares
|
$483,303
0.33% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,258
shares
|
$482,153
0.29% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,253
shares
|
$480,237
0.18% of portfolio
|
Q4 2024
Added 60.85%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,252
shares
|
$479,854
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$477,937
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
1,237
shares
|
$474,104
0.36% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,236
shares
|
$473,721
0.23% of portfolio
|
Q4 2024
Added 0.08%
|