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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
17,539
shares
|
$7.42 Million
2.28% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
17,524
shares
|
$7.41 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17,493
shares
|
$7.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
17,488
shares
|
$7.4 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
17,485
shares
|
$7.4 Million
5.64% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
17,479
shares
|
$7.39 Million
1.95% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
17,477
shares
|
$7.39 Million
3.49% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
17,450
shares
|
$7.38 Million
5.98% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
17,438
shares
|
$7.38 Million
2.76% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
17,362
shares
|
$7.34 Million
3.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,315
shares
|
$7.32 Million
3.39% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,305
shares
|
$7.32 Million
3.1% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,277
shares
|
$7.31 Million
0.16% of portfolio
|
Q3 2024
Added 134.81%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
17,275
shares
|
$7.31 Million
3.41% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
17,270
shares
|
$7.31 Million
1.26% of portfolio
|
Q1 2023
Added 7.14%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
17,253
shares
|
$7.3 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
17,213
shares
|
$7.28 Million
2.8% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,203
shares
|
$7.28 Million
2.06% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
17,193
shares
|
$7.27 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
17,166
shares
|
$7.26 Million
1.88% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
17,166
shares
|
$7.26 Million
1.25% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
17,163
shares
|
$7.26 Million
1.89% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
17,162
shares
|
$7.26 Million
3.69% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
17,160
shares
|
$7.26 Million
5.99% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
17,153
shares
|
$7.26 Million
1.2% of portfolio
|
Q3 2024
Added 2.01%
|