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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
16,784
shares
|
$7.11 Million
3.98% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,774
shares
|
$7.1 Million
2.12% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
16,767
shares
|
$7.1 Million
0.83% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
16,740
shares
|
$7.09 Million
2.87% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,735
shares
|
$7.09 Million
1.33% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
16,731
shares
|
$7.08 Million
2.44% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,730
shares
|
$7.08 Million
2.44% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
16,726
shares
|
$7.08 Million
1.12% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
16,703
shares
|
$7.07 Million
5.97% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
16,697
shares
|
$7.07 Million
1.69% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
16,661
shares
|
$7.06 Million
1.79% of portfolio
|
Q1 2024
Reduced 8.26%
|
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
16,623
shares
|
$7.04 Million
3.88% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
16,604
shares
|
$7.03 Million
2.24% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
16,596
shares
|
$7.03 Million
5.65% of portfolio
|
Q3 2024
Added 204.74%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
16,592
shares
|
$7.03 Million
2.12% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
16,583
shares
|
$7.02 Million
2.87% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
16,570
shares
|
$7.02 Million
2.37% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
16,511
shares
|
$6.99 Million
1.64% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
16,511
shares
|
$6.99 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
16,500
shares
|
$6.99 Million
1.78% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
16,500
shares
|
$6.99 Million
2.29% of portfolio
|
Q3 2024
Reduced 44.07%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
16,491
shares
|
$6.98 Million
2.6% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,471
shares
|
$6.97 Million
4.16% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,458
shares
|
$6.97 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
16,454
shares
|
$6.97 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.63%
|