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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
17,129
shares
|
$7.25 Million
2.02% of portfolio
|
Q3 2024
Reduced 38.27%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,128
shares
|
$7.24 Million
1.56% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
17,116
shares
|
$7.24 Million
2.18% of portfolio
|
Q3 2024
Added 130.24%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,106
shares
|
$7.24 Million
1.32% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,088
shares
|
$7.23 Million
1.05% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
17,080
shares
|
$7.22 Million
3.6% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
17,077
shares
|
$7.22 Million
3.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
17,057
shares
|
$7.21 Million
3.67% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
17,046
shares
|
$7.21 Million
3.88% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
17,011
shares
|
$7.2 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
17,000
shares
|
$7.19 Million
6.23% of portfolio
|
Q1 2022
Reduced 26.09%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
16,952
shares
|
$7.17 Million
2.96% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
16,949
shares
|
$7.17 Million
5.04% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
16,915
shares
|
$7.15 Million
0.52% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
16,878
shares
|
$7.14 Million
1.39% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
16,877
shares
|
$7.14 Million
2.32% of portfolio
|
Q3 2024
Added 28.33%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
16,876
shares
|
$7.14 Million
2.59% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
16,855
shares
|
$7.13 Million
1.23% of portfolio
|
Q3 2024
Added 220.44%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
16,846
shares
|
$7.13 Million
1.84% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
16,845
shares
|
$7.13 Million
4.91% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
16,838
shares
|
$7.12 Million
0.36% of portfolio
|
Q3 2024
Added 51.56%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,834
shares
|
$7.12 Million
0.63% of portfolio
|
Q3 2024
Added 102.36%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
16,811
shares
|
$7.11 Million
1.9% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
16,810
shares
|
$7.11 Million
4.53% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
16,795
shares
|
$7.1 Million
3.18% of portfolio
|
Q3 2024
Reduced 3.31%
|