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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,345
shares
|
$5.28 Million
2.3% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
12,309
shares
|
$5.27 Million
1.74% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
12,303
shares
|
$5.26 Million
5.16% of portfolio
|
Q4 2023
Added 167.05%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,300
shares
|
$5.26 Million
5.2% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
12,295
shares
|
$5.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
12,291
shares
|
$5.26 Million
1.13% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
12,281
shares
|
$5.25 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
12,280
shares
|
$5.25 Million
0.44% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
12,267
shares
|
$5.25 Million
3.74% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
12,264
shares
|
$5.25 Million
0.98% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
12,256
shares
|
$5.24 Million
2.86% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
12,247
shares
|
$5.24 Million
0.9% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
12,241
shares
|
$5.24 Million
1.3% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2024 Q3 2024 |
12,239
shares
|
$5.24 Million
3.23% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
12,215
shares
|
$5.23 Million
2.64% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
12,207
shares
|
$5.22 Million
2.41% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
12,180
shares
|
$5.21 Million
2.58% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
12,180
shares
|
$5.21 Million
3.21% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
12,178
shares
|
$5.21 Million
1.81% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
12,169
shares
|
$5.21 Million
4.17% of portfolio
|
Q2 2023
Reduced 34.34%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Nov 14, 2024 Q3 2024 |
12,166
shares
|
$5.2 Million
4.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
12,144
shares
|
$5.2 Million
2.95% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
12,138
shares
|
$5.19 Million
0.64% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
12,122
shares
|
$5.19 Million
3.34% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,122
shares
|
$5.19 Million
0.36% of portfolio
|
Q3 2024
Added 2.03%
|