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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
19,088
shares
|
$8.07 Million
2.59% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
19,078
shares
|
$8.07 Million
5.02% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
19,077
shares
|
$8.07 Million
1.18% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Palmer Knight CO
|
Oct 31, 2024 Q3 2024 |
19,023
shares
|
$8.05 Million
3.66% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
19,020
shares
|
$8.05 Million
3.35% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,019
shares
|
$8.04 Million
3.38% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
19,013
shares
|
$8.04 Million
4.96% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
19,005
shares
|
$8.04 Million
4.23% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
19,000
shares
|
$8.04 Million
6.7% of portfolio
|
Q1 2023
Reduced 16.48%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
18,993
shares
|
$8.03 Million
3.84% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 12, 2024 Q2 2024 |
18,992
shares
|
$8.03 Million
3.82% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
18,991
shares
|
$8.03 Million
0.77% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,990
shares
|
$8.03 Million
0.45% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
18,969
shares
|
$8.02 Million
5.48% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
18,952
shares
|
$8.02 Million
1.19% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
18,928
shares
|
$8.01 Million
1.56% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
18,914
shares
|
$8 Million
4.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,870
shares
|
$7.98 Million
2.89% of portfolio
|
Q2 2024
Added 135.88%
|
|
|
Arvin Capital Management LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,868
shares
|
$7.98 Million
2.61% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
18,856
shares
|
$7.98 Million
5.76% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
18,851
shares
|
$7.97 Million
4.3% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
18,851
shares
|
$7.97 Million
1.01% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
18,842
shares
|
$7.97 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
18,833
shares
|
$7.97 Million
5.81% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
18,826
shares
|
$7.96 Million
1.63% of portfolio
|
Q3 2024
Added 2.37%
|