Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,406 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
47,303
shares
|
$19.1 Million
6.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
47,222
shares
|
$19.1 Million
3.39% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
47,138
shares
|
$19 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
47,071
shares
|
$19 Million
1.84% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
46,981
shares
|
$19 Million
5.83% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
46,962
shares
|
$19 Million
5.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
46,957
shares
|
$19 Million
9.73% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
46,952
shares
|
$19 Million
2.23% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
46,887
shares
|
$18.9 Million
7.57% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
46,814
shares
|
$18.9 Million
0.72% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
46,791
shares
|
$18.9 Million
15.37% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
46,787
shares
|
$18.9 Million
10.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
46,738
shares
|
$18.9 Million
6.44% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
46,700
shares
|
$18.9 Million
2.66% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
46,572
shares
|
$18.8 Million
3.31% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
46,550
shares
|
$18.8 Million
1.12% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
46,532
shares
|
$18.8 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
46,487
shares
|
$18.8 Million
2.48% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
46,464
shares
|
$18.8 Million
6.7% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
46,425
shares
|
$18.8 Million
11.58% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
46,392
shares
|
$18.7 Million
6.5% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
46,353
shares
|
$18.7 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
46,343
shares
|
$18.7 Million
1.78% of portfolio
|
Q4 2024
Reduced 90.63%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
46,341
shares
|
$18.7 Million
2.47% of portfolio
|
Q3 2022
Reduced 5.82%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,296
shares
|
$18.7 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.34%
|