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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
16,413
shares
|
$6.94 Million
2.09% of portfolio
|
Q3 2023
Added 8.3%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
16,397
shares
|
$6.94 Million
4.48% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
16,390
shares
|
$6.93 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
16,384
shares
|
$6.93 Million
2.84% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
16,380
shares
|
$6.93 Million
4.33% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
16,362
shares
|
$6.92 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
16,339
shares
|
$6.91 Million
8.21% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
16,313
shares
|
$6.9 Million
3.13% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
16,307
shares
|
$6.9 Million
0.98% of portfolio
|
Q3 2024
Added 1001.82%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
16,300
shares
|
$6.89 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
16,294
shares
|
$6.89 Million
1.33% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
16,292
shares
|
$6.89 Million
3.9% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
16,284
shares
|
$6.89 Million
3.69% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
16,278
shares
|
$6.89 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
16,273
shares
|
$6.88 Million
0.4% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
16,270
shares
|
$6.88 Million
2.78% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
16,264
shares
|
$6.88 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
16,248
shares
|
$6.87 Million
3.42% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
16,219
shares
|
$6.86 Million
3.15% of portfolio
|
Q3 2024
Added 187.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
16,211
shares
|
$6.86 Million
1.56% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
16,197
shares
|
$6.85 Million
3.76% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,190
shares
|
$6.85 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,187
shares
|
$6.85 Million
6.42% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,168
shares
|
$6.84 Million
2.49% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
16,158
shares
|
$6.83 Million
0.41% of portfolio
|
Q3 2024
Added 1.5%
|