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 |
|---|---|---|---|---|---|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 09, 2024 Q3 2024 |
17,953
shares
|
$7.6 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
17,930
shares
|
$7.59 Million
2.65% of portfolio
|
Q2 2024
Added 90.1%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
17,922
shares
|
$7.59 Million
4.5% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
17,910
shares
|
$7.58 Million
7.25% of portfolio
|
Q4 2023
Added 5.6%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
17,892
shares
|
$7.58 Million
3.59% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
17,868
shares
|
$7.57 Million
7.66% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
17,850
shares
|
$7.56 Million
3.23% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
17,826
shares
|
$7.55 Million
4.55% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
17,810
shares
|
$7.54 Million
3.5% of portfolio
|
Q4 2023
Added 109.48%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
17,800
shares
|
$7.54 Million
4.02% of portfolio
|
Q2 2024
Reduced 83.13%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
17,794
shares
|
$7.54 Million
3.91% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
17,787
shares
|
$7.53 Million
2.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,784
shares
|
$7.53 Million
2.55% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
17,764
shares
|
$7.52 Million
4.21% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
17,755
shares
|
$7.52 Million
1.12% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
17,747
shares
|
$7.52 Million
3.08% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
17,735
shares
|
$7.51 Million
7.22% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
17,731
shares
|
$7.51 Million
3.63% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
17,722
shares
|
$7.5 Million
3.73% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Oct 24, 2024 Q3 2024 |
17,712
shares
|
$7.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
17,690
shares
|
$7.49 Million
4.4% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
17,642
shares
|
$7.47 Million
3.65% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,598
shares
|
$7.45 Million
3.32% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
17,580
shares
|
$7.44 Million
6.23% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
17,576
shares
|
$7.44 Million
2.68% of portfolio
|
Q3 2024
Added 11.78%
|