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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,629
shares
|
$6.19 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
14,625
shares
|
$6.19 Million
1.76% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
14,617
shares
|
$6.19 Million
2.3% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
14,600
shares
|
$6.18 Million
0.76% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
14,600
shares
|
$6.18 Million
3.21% of portfolio
|
Q1 2024
Reduced 32.09%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
14,586
shares
|
$6.18 Million
0.61% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
14,579
shares
|
$6.17 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
14,546
shares
|
$6.16 Million
1.81% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
14,540
shares
|
$6.16 Million
0.71% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
14,514
shares
|
$6.15 Million
3.17% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Clearline Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$6.14 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
14,465
shares
|
$6.13 Million
0.58% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
14,463
shares
|
$6.12 Million
2.05% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
14,460
shares
|
$6.12 Million
0.75% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
14,458
shares
|
$6.12 Million
2.77% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
14,444
shares
|
$6.12 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
14,436
shares
|
$6.11 Million
3.08% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
14,424
shares
|
$6.11 Million
0.47% of portfolio
|
Q3 2024
Added 81.94%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
14,422
shares
|
$6.11 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,420
shares
|
$6.11 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
14,416
shares
|
$6.1 Million
2.03% of portfolio
|
Q3 2023
Reduced 27.66%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
14,404
shares
|
$6.1 Million
1.62% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
14,404
shares
|
$6.1 Million
2.51% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,403
shares
|
$6.1 Million
0.54% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
14,401
shares
|
$6.1 Million
1.75% of portfolio
|
Q3 2024
Added 4.73%
|