Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,339 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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
735
shares
|
$300,196
0.11% of portfolio
|
Q1 2024
Added 34.53%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
734
shares
|
$299,787
0.07% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
734
shares
|
$299,787
0.14% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
Corbyn Investment Management Inc
|
Feb 12, 2025 Q4 2024 |
733
shares
|
$299,379
0.15% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
732
shares
|
$298,970
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
728
shares
|
$297,337
0.15% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
728
shares
|
$297,337
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
728
shares
|
$297,337
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
715
shares
|
$292,027
0.1% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
712
shares
|
$290,802
0.23% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
712
shares
|
$290,802
0.12% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Feb 04, 2025 Q4 2024 |
710
shares
|
$289,985
0.1% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
709
shares
|
$289,576
0.15% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
708
shares
|
$289,168
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$287,943
0.09% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
702
shares
|
$286,717
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
695
shares
|
$283,858
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
692
shares
|
$282,633
0.3% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
691
shares
|
$282,225
0.12% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
691
shares
|
$282,225
0.07% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
690
shares
|
$281,816
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
687
shares
|
$280,591
0.13% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
683
shares
|
$278,957
0.02% of portfolio
|
Q4 2024
Added 45.01%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
683
shares
|
$278,957
0.12% of portfolio
|
Q4 2024
Reduced 49.85%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
680
shares
|
$277,732
0.22% of portfolio
|
Q2 2023
New holding
|