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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
20,453
shares
|
$8.66 Million
3.52% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
20,435
shares
|
$8.65 Million
6.42% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
20,429
shares
|
$8.65 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
20,423
shares
|
$8.65 Million
2.95% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
20,381
shares
|
$8.63 Million
3.7% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
20,379
shares
|
$8.63 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
20,370
shares
|
$8.63 Million
2.11% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
20,368
shares
|
$8.63 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
20,358
shares
|
$8.62 Million
5.69% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 07, 2024 Q3 2024 |
20,348
shares
|
$8.62 Million
4.76% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
20,346
shares
|
$8.62 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
20,345
shares
|
$8.62 Million
5.66% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
20,341
shares
|
$8.61 Million
5.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
20,311
shares
|
$8.6 Million
6.01% of portfolio
|
Q3 2024
Reduced 90.23%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
20,300
shares
|
$8.6 Million
3.24% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
20,282
shares
|
$8.59 Million
2.82% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
20,271
shares
|
$8.58 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
20,257
shares
|
$8.58 Million
0.54% of portfolio
|
Q3 2024
Added 39.99%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
20,235
shares
|
$8.57 Million
2.68% of portfolio
|
Q4 2022
Added 7.24%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
20,229
shares
|
$8.57 Million
3.07% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
20,225
shares
|
$8.56 Million
3.34% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
20,185
shares
|
$8.55 Million
0.95% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$8.55 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
20,182
shares
|
$8.55 Million
0.65% of portfolio
|
Q2 2023
Added 3.25%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
20,165
shares
|
$8.54 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.36%
|