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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,490
shares
|
$5.77 Million
1.97% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
13,486
shares
|
$5.77 Million
3.33% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
13,472
shares
|
$5.76 Million
0.73% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
13,470
shares
|
$5.76 Million
1.62% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
13,462
shares
|
$5.76 Million
5.99% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
13,459
shares
|
$5.76 Million
4.43% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
13,456
shares
|
$5.76 Million
1.93% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
13,455
shares
|
$5.76 Million
2.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
13,444
shares
|
$5.75 Million
3.03% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,440
shares
|
$5.75 Million
2.79% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
13,431
shares
|
$5.75 Million
3.15% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
13,423
shares
|
$5.74 Million
0.9% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Crescent Park Management, L.P.
East Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
13,415
shares
|
$5.74 Million
2.32% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
13,410
shares
|
$5.74 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
13,386
shares
|
$5.73 Million
1.36% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
13,378
shares
|
$5.72 Million
1.62% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
13,375
shares
|
$5.72 Million
2.61% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
13,361
shares
|
$5.72 Million
2.45% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
13,361
shares
|
$5.72 Million
2.5% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
13,351
shares
|
$5.71 Million
3.95% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
13,332
shares
|
$5.7 Million
3.93% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
13,327
shares
|
$5.7 Million
3.86% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,321
shares
|
$5.7 Million
4.11% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,309
shares
|
$5.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.96%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
13,306
shares
|
$5.69 Million
3.09% of portfolio
|
Q3 2024
Added 4.58%
|