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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,382
shares
|
$6.51 Million
0.03% of portfolio
|
Q3 2022
Added 545.76%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
15,363
shares
|
$6.5 Million
3.11% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
15,352
shares
|
$6.49 Million
3.09% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
15,333
shares
|
$6.49 Million
2.3% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
15,328
shares
|
$6.48 Million
3.99% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
15,314
shares
|
$6.48 Million
1.43% of portfolio
|
Q1 2024
Reduced 38.57%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
15,308
shares
|
$6.48 Million
3.02% of portfolio
|
Q1 2023
Reduced 26.23%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,287
shares
|
$6.47 Million
2.34% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
15,286
shares
|
$6.47 Million
1.6% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,273
shares
|
$6.46 Million
2.16% of portfolio
|
Q4 2022
Added 10.61%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
15,265
shares
|
$6.46 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
15,264
shares
|
$6.46 Million
1.39% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
15,257
shares
|
$6.45 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,251
shares
|
$6.45 Million
3.63% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,245
shares
|
$6.45 Million
2.47% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
15,241
shares
|
$6.45 Million
1.17% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
15,209
shares
|
$6.43 Million
3.85% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
15,202
shares
|
$6.43 Million
1.01% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
15,202
shares
|
$6.43 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
15,192
shares
|
$6.43 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
15,191
shares
|
$6.43 Million
1.87% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
15,189
shares
|
$6.42 Million
2.67% of portfolio
|
Q4 2023
Reduced 19.35%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
15,187
shares
|
$6.42 Million
2.57% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
15,180
shares
|
$6.42 Million
1.97% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
15,164
shares
|
$6.41 Million
1.46% of portfolio
|
Q3 2024
Added 2.7%
|