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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
16,156
shares
|
$6.84 Million
1.82% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
16,147
shares
|
$6.84 Million
1.56% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,115
shares
|
$6.82 Million
2.63% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
16,100
shares
|
$6.82 Million
5.88% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Oct 17, 2024 Q3 2024 |
16,068
shares
|
$6.8 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
16,044
shares
|
$6.79 Million
4.4% of portfolio
|
Q2 2023
Reduced 2.98%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
16,040
shares
|
$6.79 Million
0.48% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16,037
shares
|
$6.79 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
16,035
shares
|
$6.79 Million
4.21% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
16,035
shares
|
$6.79 Million
2.75% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
16,026
shares
|
$6.79 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
16,025
shares
|
$6.79 Million
1.37% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
16,025
shares
|
$6.79 Million
5.67% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
16,023
shares
|
$6.79 Million
5.24% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
16,016
shares
|
$6.78 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,016
shares
|
$6.78 Million
5.17% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
16,003
shares
|
$6.78 Million
0.8% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,003
shares
|
$6.78 Million
5.5% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
16,003
shares
|
$6.78 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
15,996
shares
|
$6.77 Million
4.21% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
15,990
shares
|
$6.77 Million
2.64% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
15,982
shares
|
$6.77 Million
3.12% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
15,961
shares
|
$6.76 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
15,927
shares
|
$6.74 Million
2.01% of portfolio
|
Q3 2024
Added 38.26%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
15,903
shares
|
$6.73 Million
2.67% of portfolio
|
Q3 2024
Added 5.55%
|