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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
20,159
shares
|
$8.53 Million
5.12% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
20,155
shares
|
$8.53 Million
1.67% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
20,051
shares
|
$8.48 Million
0.82% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
20,042
shares
|
$8.48 Million
2.91% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
20,038
shares
|
$8.48 Million
2.54% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
20,031
shares
|
$8.47 Million
2.45% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
20,017
shares
|
$8.47 Million
0.59% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$8.46 Million
1.93% of portfolio
|
Q1 2022
New holding
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$8.46 Million
3.56% of portfolio
|
Q3 2017
New holding
|
|
|
Telemark Asset Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$8.46 Million
0.92% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Perseverance Asset Management International
George Town, E9 |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$8.46 Million
1.02% of portfolio
|
Q3 2024
Reduced 69.23%
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$8.46 Million
3.86% of portfolio
|
Q3 2023
Added 127.27%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$8.46 Million
6.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
19,965
shares
|
$8.44 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,963
shares
|
$8.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
19,958
shares
|
$8.44 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,932
shares
|
$8.43 Million
3.43% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
19,927
shares
|
$8.43 Million
3.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,876
shares
|
$8.41 Million
2.63% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
19,875
shares
|
$8.41 Million
3.63% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
19,875
shares
|
$8.41 Million
4.83% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
19,857
shares
|
$8.4 Million
5.11% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
19,851
shares
|
$8.4 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
19,850
shares
|
$8.4 Million
4.16% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
19,826
shares
|
$8.39 Million
1.15% of portfolio
|
Q3 2024
Reduced 3.88%
|