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 |
|---|---|---|---|---|---|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,768
shares
|
$5.89 Million
0.85% of portfolio
|
Q2 2024
Added 34.31%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
13,746
shares
|
$5.88 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
13,738
shares
|
$5.88 Million
4.63% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
13,712
shares
|
$5.87 Million
2.98% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Crystal Rock Capital Management
|
Nov 05, 2024 Q3 2024 |
13,705
shares
|
$5.86 Million
3.6% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
13,661
shares
|
$5.84 Million
2.6% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
13,659
shares
|
$5.84 Million
2.77% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
13,654
shares
|
$5.84 Million
2.33% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
13,643
shares
|
$5.84 Million
1.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
13,638
shares
|
$5.83 Million
3.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
13,637
shares
|
$5.83 Million
3.16% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
13,633
shares
|
$5.83 Million
5.8% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
13,631
shares
|
$5.83 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
13,627
shares
|
$5.83 Million
3.46% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$5.83 Million
1.84% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
13,620
shares
|
$5.83 Million
0.68% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
13,618
shares
|
$5.83 Million
2.94% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
13,615
shares
|
$5.82 Million
3.44% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
13,576
shares
|
$5.81 Million
1.93% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
13,549
shares
|
$5.8 Million
3.84% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
13,545
shares
|
$5.79 Million
0.6% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
13,532
shares
|
$5.79 Million
1.93% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
13,528
shares
|
$5.79 Million
5.85% of portfolio
|
Q1 2024
Added 3.64%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
13,524
shares
|
$5.79 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
13,519
shares
|
$5.78 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.74%
|