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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
21,230
shares
|
$8.99 Million
3.58% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
21,199
shares
|
$8.98 Million
3.37% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
21,154
shares
|
$8.96 Million
3.86% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
21,150
shares
|
$8.96 Million
3.01% of portfolio
|
Q1 2024
Added 136.97%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
21,126
shares
|
$8.95 Million
1.7% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
21,085
shares
|
$8.93 Million
4.31% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
21,085
shares
|
$8.93 Million
1.48% of portfolio
|
Q1 2024
Added 98.95%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
21,048
shares
|
$8.91 Million
3.62% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
21,045
shares
|
$8.91 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
21,028
shares
|
$8.9 Million
7.43% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
21,023
shares
|
$8.9 Million
4.93% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
21,000
shares
|
$8.89 Million
4.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
20,995
shares
|
$8.89 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
20,991
shares
|
$8.89 Million
1.89% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
20,985
shares
|
$8.89 Million
6.53% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
20,984
shares
|
$8.89 Million
2.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
20,977
shares
|
$8.88 Million
2.13% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,962
shares
|
$8.88 Million
2.11% of portfolio
|
Q2 2022
Added 30.34%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
20,959
shares
|
$8.88 Million
2.77% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
20,932
shares
|
$8.86 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
20,919
shares
|
$8.86 Million
0.65% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Brx Global LP
New York, NY |
Nov 13, 2024 Q3 2024 |
20,900
shares
|
$8.85 Million
5.89% of portfolio
|
Q2 2024
Reduced 60.01%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
20,884
shares
|
$8.84 Million
2.94% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
20,879
shares
|
$8.84 Million
2.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
20,873
shares
|
$8.84 Million
3.84% of portfolio
|
Q3 2024
Added 1.51%
|