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 |
|---|---|---|---|---|---|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
14,380
shares
|
$6.09 Million
3.81% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
14,378
shares
|
$6.09 Million
1.47% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
14,377
shares
|
$6.09 Million
2.39% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
14,360
shares
|
$6.08 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,355
shares
|
$6.08 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,355
shares
|
$6.08 Million
2.26% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Nov 04, 2024 Q3 2024 |
14,350
shares
|
$6.08 Million
4.33% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
14,342
shares
|
$6.07 Million
2.83% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
14,330
shares
|
$6.07 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
14,328
shares
|
$6.07 Million
3.3% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
14,300
shares
|
$6.06 Million
2.19% of portfolio
|
Q1 2022
Reduced 0.69%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
14,296
shares
|
$6.05 Million
2.35% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
14,288
shares
|
$6.05 Million
0.09% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
14,282
shares
|
$6.05 Million
5.01% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,262
shares
|
$6.04 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,251
shares
|
$6.03 Million
2.21% of portfolio
|
Q3 2023
Added 3.67%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
14,236
shares
|
$6.03 Million
3.13% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
14,227
shares
|
$6.02 Million
1.96% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
14,214
shares
|
$6.02 Million
4.87% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
14,209
shares
|
$6.02 Million
0.32% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
14,199
shares
|
$6.01 Million
5.73% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
14,177
shares
|
$6 Million
3.1% of portfolio
|
Q2 2024
Added 16.82%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
14,163
shares
|
$6 Million
1.88% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
14,153
shares
|
$5.99 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
14,144
shares
|
$5.99 Million
3.74% of portfolio
|
Q3 2024
Reduced 0.22%
|