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 $2.14 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
15,901
shares
|
$6.73 Million
3.24% of portfolio
|
Q3 2024
Reduced 57.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,900
shares
|
$6.73 Million
1.67% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
15,894
shares
|
$6.72 Million
4.6% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
15,880
shares
|
$6.72 Million
1.24% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
15,873
shares
|
$6.71 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
15,871
shares
|
$6.71 Million
1.38% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
15,858
shares
|
$6.71 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
15,849
shares
|
$6.7 Million
2.24% of portfolio
|
Q3 2024
Added 27.97%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
15,834
shares
|
$6.7 Million
5.41% of portfolio
|
Q3 2023
Added 15.36%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
15,825
shares
|
$6.69 Million
3.76% of portfolio
|
Q3 2024
Added 72.54%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
15,800
shares
|
$6.68 Million
3.25% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
15,793
shares
|
$6.68 Million
2.91% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,788
shares
|
$6.68 Million
2.39% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
15,777
shares
|
$6.67 Million
2.65% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
15,775
shares
|
$6.67 Million
4.88% of portfolio
|
Q3 2024
New holding
|
|
|
Legato Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,746
shares
|
$6.66 Million
0.89% of portfolio
|
Q2 2024
Reduced 23.8%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
15,739
shares
|
$6.66 Million
2.39% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
15,736
shares
|
$6.66 Million
2.16% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
15,736
shares
|
$6.66 Million
2.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
15,720
shares
|
$6.65 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
15,718
shares
|
$6.65 Million
1.69% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
15,710
shares
|
$6.65 Million
0.88% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
15,692
shares
|
$6.64 Million
2.21% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
15,680
shares
|
$6.63 Million
5.6% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
15,673
shares
|
$6.63 Million
0.8% of portfolio
|
Q3 2024
Added 32.9%
|