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 |
|---|---|---|---|---|---|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
12,118
shares
|
$5.18 Million
3.42% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
12,111
shares
|
$5.18 Million
0.13% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,099
shares
|
$5.18 Million
2.92% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
12,097
shares
|
$5.18 Million
0.95% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
12,090
shares
|
$5.17 Million
2.55% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
12,085
shares
|
$5.17 Million
2.67% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
12,082
shares
|
$5.17 Million
1.6% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
12,076
shares
|
$5.17 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,071
shares
|
$5.16 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
12,069
shares
|
$5.16 Million
2.53% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
12,040
shares
|
$5.15 Million
5.73% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
12,038
shares
|
$5.15 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
12,030
shares
|
$5.15 Million
2.81% of portfolio
|
Q3 2023
Added 2.03%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
12,011
shares
|
$5.14 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
12,011
shares
|
$5.14 Million
0.75% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
11,987
shares
|
$5.13 Million
2.02% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
11,975
shares
|
$5.12 Million
0.79% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,975
shares
|
$5.12 Million
1.03% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,965
shares
|
$5.12 Million
1.37% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
11,948
shares
|
$5.11 Million
0.73% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,924
shares
|
$5.1 Million
4.89% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,902
shares
|
$5.09 Million
0.73% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
11,900
shares
|
$5.09 Million
1.72% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
11,887
shares
|
$5.09 Million
2.38% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
11,869
shares
|
$5.08 Million
3.73% of portfolio
|
Q3 2024
Reduced 19.21%
|