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 |
|---|---|---|---|---|---|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
15,011
shares
|
$6.42 Million
8.38% of portfolio
|
Q3 2023
Reduced 33.93%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
15,000
shares
|
$6.42 Million
3.75% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,999
shares
|
$6.42 Million
1.5% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
14,998
shares
|
$6.42 Million
4.15% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
14,985
shares
|
$6.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
14,984
shares
|
$6.41 Million
1.86% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,980
shares
|
$6.41 Million
0.69% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
14,932
shares
|
$6.39 Million
2.09% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
14,920
shares
|
$6.38 Million
3.21% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
14,897
shares
|
$6.37 Million
3.85% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,855
shares
|
$6.36 Million
4.27% of portfolio
|
Q3 2022
Added 717.56%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
14,823
shares
|
$6.34 Million
4.22% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
14,801
shares
|
$6.33 Million
1.45% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
14,774
shares
|
$6.32 Million
1.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
14,764
shares
|
$6.32 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
14,752
shares
|
$6.31 Million
2.03% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
14,742
shares
|
$6.31 Million
0.4% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,731
shares
|
$6.3 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
14,705
shares
|
$6.29 Million
0.52% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
14,699
shares
|
$6.29 Million
0.57% of portfolio
|
Q3 2024
Added 43.49%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
14,699
shares
|
$6.29 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,695
shares
|
$6.29 Million
1.35% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
14,689
shares
|
$6.28 Million
0.96% of portfolio
|
Q3 2024
Reduced 73.49%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
14,668
shares
|
$6.28 Million
0.77% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
14,638
shares
|
$6.26 Million
0.43% of portfolio
|
Q3 2024
Added 17.05%
|