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 |
|---|---|---|---|---|---|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$5.53 Million
1.69% of portfolio
|
Q4 2023
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
13,046
shares
|
$5.52 Million
3.15% of portfolio
|
Q3 2024
Added 67.19%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,027
shares
|
$5.52 Million
1.1% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
13,027
shares
|
$5.52 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
13,026
shares
|
$5.52 Million
1.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
13,019
shares
|
$5.51 Million
6.25% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
13,014
shares
|
$5.51 Million
3.51% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
13,013
shares
|
$5.51 Million
1.24% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
13,010
shares
|
$5.51 Million
5.51% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
13,010
shares
|
$5.51 Million
0.09% of portfolio
|
Q3 2024
Added 54.07%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
13,001
shares
|
$5.51 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,998
shares
|
$5.5 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
12,993
shares
|
$5.5 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,985
shares
|
$5.5 Million
2.36% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
12,971
shares
|
$5.49 Million
3.07% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
12,968
shares
|
$5.49 Million
1.56% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
12,962
shares
|
$5.49 Million
1.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
12,945
shares
|
$5.48 Million
1.34% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
12,912
shares
|
$5.47 Million
3.02% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,906
shares
|
$5.47 Million
1.81% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
12,895
shares
|
$5.46 Million
3.2% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
12,882
shares
|
$5.46 Million
4.77% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
12,857
shares
|
$5.44 Million
1.48% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,833
shares
|
$5.43 Million
1.64% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
12,825
shares
|
$5.43 Million
1.33% of portfolio
|
Q3 2024
Added 32.41%
|