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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
11,865
shares
|
$5.08 Million
3.61% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
11,865
shares
|
$5.08 Million
1.17% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,864
shares
|
$5.08 Million
2.53% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,859
shares
|
$5.07 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
11,859
shares
|
$5.07 Million
1.6% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,855
shares
|
$5.07 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
11,842
shares
|
$5.07 Million
0.49% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,835
shares
|
$5.06 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$5.06 Million
3.78% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
11,829
shares
|
$5.06 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
11,827
shares
|
$5.06 Million
1.87% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Dudley & Shanley, Inc.
|
Jul 09, 2024 Q2 2024 |
11,824
shares
|
$5.06 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
11,819
shares
|
$5.06 Million
2.37% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,817
shares
|
$5.06 Million
0.79% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
11,807
shares
|
$5.05 Million
0.68% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
11,783
shares
|
$5.04 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
11,756
shares
|
$5.03 Million
5.75% of portfolio
|
Q2 2022
Reduced 45.68%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
11,755
shares
|
$5.03 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
11,750
shares
|
$5.03 Million
2.99% of portfolio
|
Q3 2024
Reduced 33.8%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
11,709
shares
|
$5.01 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
11,705
shares
|
$5.01 Million
2.1% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
11,695
shares
|
$5 Million
4.77% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Oct 03, 2024 Q3 2024 |
11,690
shares
|
$5 Million
1.81% of portfolio
|
Q3 2024
Reduced 66.75%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
11,688
shares
|
$5 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
11,676
shares
|
$5 Million
2.5% of portfolio
|
Q3 2024
Reduced 2.21%
|