Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,843 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.12 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,773
shares
|
$9.22 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
21,722
shares
|
$9.2 Million
2.57% of portfolio
|
Q1 2023
Added 47.49%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
21,670
shares
|
$9.18 Million
4.11% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
21,656
shares
|
$9.17 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
21,631
shares
|
$9.16 Million
8.36% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,630
shares
|
$9.16 Million
1.09% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
21,611
shares
|
$9.15 Million
4.53% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
21,599
shares
|
$9.15 Million
3.73% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,593
shares
|
$9.14 Million
4.63% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
21,581
shares
|
$9.14 Million
4.73% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,577
shares
|
$9.14 Million
5.87% of portfolio
|
Q3 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
21,562
shares
|
$9.13 Million
2.82% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
21,528
shares
|
$9.12 Million
3.87% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
21,512
shares
|
$9.11 Million
3.04% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
21,500
shares
|
$9.1 Million
5.93% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
21,479
shares
|
$9.1 Million
1.81% of portfolio
|
Q3 2024
Added 118.26%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
21,445
shares
|
$9.08 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
21,440
shares
|
$9.08 Million
2.32% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
21,435
shares
|
$9.08 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
21,399
shares
|
$9.06 Million
8.22% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
21,393
shares
|
$9.06 Million
1.69% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
21,351
shares
|
$9.04 Million
4.54% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
21,270
shares
|
$9.01 Million
4.26% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,255
shares
|
$9 Million
1.84% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
21,238
shares
|
$8.99 Million
4.19% of portfolio
|
Q3 2024
Reduced 0.75%
|