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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,453
shares
|
$7.81 Million
0.51% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
18,449
shares
|
$7.81 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
18,378
shares
|
$7.78 Million
3.67% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
18,335
shares
|
$7.76 Million
0.8% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
18,328
shares
|
$7.76 Million
3.99% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
18,298
shares
|
$7.75 Million
3.47% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
18,270
shares
|
$7.74 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18,264
shares
|
$7.73 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
18,232
shares
|
$7.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
18,223
shares
|
$7.72 Million
1.19% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
18,200
shares
|
$7.71 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
18,174
shares
|
$7.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
18,158
shares
|
$7.69 Million
0.35% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,157
shares
|
$7.69 Million
1.71% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
18,126
shares
|
$7.68 Million
1.84% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
18,125
shares
|
$7.68 Million
4.85% of portfolio
|
Q3 2022
Added 18.27%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,113
shares
|
$7.67 Million
0.46% of portfolio
|
Q3 2024
Added 535.77%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,083
shares
|
$7.66 Million
1.45% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
18,041
shares
|
$7.64 Million
0.8% of portfolio
|
Q3 2024
Added 126.3%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,028
shares
|
$7.63 Million
0.79% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
18,028
shares
|
$7.63 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
18,004
shares
|
$7.62 Million
4.46% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$7.62 Million
0.93% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
17,991
shares
|
$7.62 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
17,964
shares
|
$7.61 Million
5.88% of portfolio
|
Q3 2024
Reduced 0.34%
|