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 |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
13,305
shares
|
$5.69 Million
3.89% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
13,299
shares
|
$5.69 Million
6.2% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
13,297
shares
|
$5.69 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
13,294
shares
|
$5.69 Million
2.89% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
13,280
shares
|
$5.68 Million
1.74% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
13,279
shares
|
$5.68 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
13,268
shares
|
$5.68 Million
1.76% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
13,262
shares
|
$5.67 Million
3.82% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
13,233
shares
|
$5.66 Million
1.66% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
13,232
shares
|
$5.66 Million
4.14% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
13,230
shares
|
$5.66 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
13,217
shares
|
$5.65 Million
2.45% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
13,196
shares
|
$5.65 Million
3.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
13,182
shares
|
$5.64 Million
1.27% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,177
shares
|
$5.64 Million
3.13% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
13,167
shares
|
$5.63 Million
4.01% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
13,164
shares
|
$5.63 Million
0.44% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
13,151
shares
|
$5.63 Million
1.71% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
13,120
shares
|
$5.61 Million
1.91% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
13,119
shares
|
$5.61 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
13,087
shares
|
$5.6 Million
2.25% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13,082
shares
|
$5.6 Million
1.46% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
13,054
shares
|
$5.58 Million
2.41% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
13,050
shares
|
$5.58 Million
3.55% of portfolio
|
Q3 2024
Added 35.8%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$5.58 Million
1.69% of portfolio
|
Q4 2023
New holding
|