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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
20,868
shares
|
$8.84 Million
2.09% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
20,840
shares
|
$8.82 Million
1.26% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
20,826
shares
|
$8.82 Million
5.87% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
20,801
shares
|
$8.81 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
20,796
shares
|
$8.81 Million
3.33% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Nov 13, 2024 Q3 2024 |
20,780
shares
|
$8.8 Million
8.96% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
20,753
shares
|
$8.79 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
20,704
shares
|
$8.77 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
20,664
shares
|
$8.75 Million
1.92% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
20,632
shares
|
$8.74 Million
4.52% of portfolio
|
Q3 2024
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
20,627
shares
|
$8.73 Million
3.49% of portfolio
|
Q1 2023
Reduced 6.33%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
20,615
shares
|
$8.73 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
20,607
shares
|
$8.73 Million
2.3% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
20,595
shares
|
$8.72 Million
1.21% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
20,588
shares
|
$8.72 Million
2.37% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
20,567
shares
|
$8.71 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
20,546
shares
|
$8.7 Million
2.67% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,541
shares
|
$8.7 Million
2.37% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
20,528
shares
|
$8.69 Million
5.14% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
20,506
shares
|
$8.68 Million
0.59% of portfolio
|
Q3 2024
Added 93.86%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
20,505
shares
|
$8.68 Million
3.4% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
20,499
shares
|
$8.68 Million
2.66% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20,496
shares
|
$8.68 Million
1.3% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
20,494
shares
|
$8.68 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
20,470
shares
|
$8.67 Million
2.83% of portfolio
|
Q3 2024
Reduced 4.88%
|