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 |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
19,510
shares
|
$8.25 Million
2.86% of portfolio
|
Q4 2023
Reduced 2.45%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
19,499
shares
|
$8.25 Million
1.7% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
19,490
shares
|
$8.24 Million
4.23% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
19,489
shares
|
$8.24 Million
3.13% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
19,489
shares
|
$8.24 Million
8.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
19,481
shares
|
$8.24 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
19,474
shares
|
$8.24 Million
13.1% of portfolio
|
Q1 2023
Reduced 14.95%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
19,468
shares
|
$8.23 Million
5.52% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
19,467
shares
|
$8.23 Million
3.43% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
19,445
shares
|
$8.23 Million
1.48% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
19,407
shares
|
$8.21 Million
0.79% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
19,383
shares
|
$8.2 Million
3.89% of portfolio
|
Q3 2024
Reduced 39.18%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,341
shares
|
$8.18 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
19,338
shares
|
$8.18 Million
8.04% of portfolio
|
Q3 2023
Reduced 13.03%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
19,300
shares
|
$8.16 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
19,292
shares
|
$8.16 Million
2.23% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
19,284
shares
|
$8.16 Million
4.65% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
19,278
shares
|
$8.15 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
19,239
shares
|
$8.14 Million
2.78% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Nov 05, 2024 Q3 2024 |
19,194
shares
|
$8.12 Million
6.55% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
19,183
shares
|
$8.11 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
19,154
shares
|
$8.1 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
19,153
shares
|
$8.1 Million
1.38% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
19,145
shares
|
$8.1 Million
3.27% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
19,136
shares
|
$8.09 Million
1.54% of portfolio
|
Q3 2024
Reduced 12.55%
|