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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
12,798
shares
|
$5.48 Million
2.3% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,790
shares
|
$5.47 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
12,772
shares
|
$5.46 Million
2.59% of portfolio
|
Q4 2023
Added 24.81%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,762
shares
|
$5.46 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
12,750
shares
|
$5.45 Million
2.06% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Nov 14, 2024 Q3 2024 |
12,742
shares
|
$5.45 Million
0.74% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
12,729
shares
|
$5.45 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
12,728
shares
|
$5.45 Million
2.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
12,715
shares
|
$5.44 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
12,704
shares
|
$5.44 Million
0.95% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,698
shares
|
$5.43 Million
1.6% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
12,694
shares
|
$5.43 Million
2.27% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
12,669
shares
|
$5.42 Million
2.24% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
12,654
shares
|
$5.41 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,643
shares
|
$5.41 Million
2.97% of portfolio
|
Q3 2022
Reduced 35.91%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
12,637
shares
|
$5.41 Million
2.51% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
12,621
shares
|
$5.4 Million
4.23% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
12,620
shares
|
$5.4 Million
0.38% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
12,616
shares
|
$5.4 Million
1.18% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
12,611
shares
|
$5.4 Million
2.75% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,592
shares
|
$5.39 Million
5.8% of portfolio
|
Q2 2022
Added 4.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
12,589
shares
|
$5.39 Million
0.87% of portfolio
|
Q3 2024
Added 83.14%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
12,571
shares
|
$5.38 Million
0.83% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
12,566
shares
|
$5.38 Million
1.24% of portfolio
|
Q3 2023
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
12,561
shares
|
$5.37 Million
0.79% of portfolio
|
Q3 2024
Reduced 25.95%
|