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 |
|---|---|---|---|---|---|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
19,816
shares
|
$8.39 Million
4.27% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
19,793
shares
|
$8.38 Million
4.44% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
19,790
shares
|
$8.38 Million
0.95% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
19,770
shares
|
$8.37 Million
4.27% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Aurora Investment Managers, Llc.
|
Oct 17, 2024 Q3 2024 |
19,764
shares
|
$8.37 Million
5.45% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
19,760
shares
|
$8.37 Million
3.32% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
19,754
shares
|
$8.37 Million
0.17% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
19,753
shares
|
$8.36 Million
1.22% of portfolio
|
Q3 2024
Added 911.94%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
19,749
shares
|
$8.36 Million
3.83% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
19,743
shares
|
$8.36 Million
4.19% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
19,737
shares
|
$8.36 Million
1.05% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
19,732
shares
|
$8.36 Million
2.25% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
19,679
shares
|
$8.33 Million
4.29% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
19,671
shares
|
$8.33 Million
2.48% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
19,670
shares
|
$8.33 Million
0.92% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
19,662
shares
|
$8.33 Million
1.03% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
19,656
shares
|
$8.32 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,632
shares
|
$8.31 Million
2.49% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
19,628
shares
|
$8.31 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
19,625
shares
|
$8.31 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
19,616
shares
|
$8.31 Million
3.33% of portfolio
|
Q3 2024
Added 41.61%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
19,613
shares
|
$8.31 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
19,611
shares
|
$8.3 Million
0.6% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
19,610
shares
|
$8.3 Million
1.15% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
19,547
shares
|
$8.28 Million
1.91% of portfolio
|
Q3 2024
Added 1.74%
|