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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,799
shares
|
$7.95 Million
4.82% of portfolio
|
Q3 2023
Reduced 73.93%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 24, 2024 Q3 2024 |
18,798
shares
|
$7.95 Million
1.5% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
18,783
shares
|
$7.95 Million
3.24% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
18,776
shares
|
$7.94 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
18,769
shares
|
$7.94 Million
2.53% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
18,757
shares
|
$7.93 Million
3.39% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
18,714
shares
|
$7.92 Million
3.32% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
18,706
shares
|
$7.91 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
18,701
shares
|
$7.91 Million
3.92% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
18,686
shares
|
$7.9 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
18,677
shares
|
$7.9 Million
4.55% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
18,668
shares
|
$7.9 Million
4.71% of portfolio
|
Q3 2022
Reduced 77.07%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
18,657
shares
|
$7.89 Million
3.96% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
18,627
shares
|
$7.88 Million
1.41% of portfolio
|
Q3 2024
Reduced 84.89%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
18,611
shares
|
$7.87 Million
2.07% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
18,601
shares
|
$7.87 Million
1.65% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Hosking Partners LLP
|
Nov 13, 2024 Q3 2024 |
18,596
shares
|
$7.87 Million
0.32% of portfolio
|
Q3 2024
Reduced 53.09%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
18,563
shares
|
$7.85 Million
2.58% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
18,559
shares
|
$7.85 Million
1.61% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,550
shares
|
$7.85 Million
0.48% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
18,546
shares
|
$7.84 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
18,541
shares
|
$7.84 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
18,540
shares
|
$7.84 Million
0.76% of portfolio
|
Q3 2024
Added 172.73%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
18,523
shares
|
$7.84 Million
2.44% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,478
shares
|
$7.82 Million
5.7% of portfolio
|
Q3 2024
Added 0.49%
|