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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
12,561
shares
|
$5.32 Million
0.79% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
12,560
shares
|
$5.32 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
12,554
shares
|
$5.32 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
12,524
shares
|
$5.3 Million
4.45% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
12,515
shares
|
$5.3 Million
4.04% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
12,508
shares
|
$5.3 Million
1.63% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
12,502
shares
|
$5.29 Million
2.66% of portfolio
|
Q3 2024
Reduced 24.94%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
12,500
shares
|
$5.29 Million
4.41% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
12,468
shares
|
$5.28 Million
1.96% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
12,468
shares
|
$5.28 Million
4.97% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
12,460
shares
|
$5.28 Million
2.4% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
12,457
shares
|
$5.28 Million
2.1% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
12,457
shares
|
$5.28 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,442
shares
|
$5.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
12,431
shares
|
$5.26 Million
1.23% of portfolio
|
Q3 2024
Added 39.71%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
12,429
shares
|
$5.26 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$5.25 Million
6.26% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
12,395
shares
|
$5.25 Million
2.73% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
12,392
shares
|
$5.25 Million
4.27% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,381
shares
|
$5.24 Million
1.89% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
12,377
shares
|
$5.24 Million
6.32% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
12,376
shares
|
$5.24 Million
1.62% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
12,365
shares
|
$5.24 Million
4.27% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
12,364
shares
|
$5.24 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
12,359
shares
|
$5.23 Million
3.75% of portfolio
|
Q3 2024
Added 2.28%
|