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 |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,674
shares
|
$4.94 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
11,638
shares
|
$4.93 Million
0.92% of portfolio
|
Q3 2024
Added 1236.17%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
11,630
shares
|
$4.92 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
11,618
shares
|
$4.92 Million
1.29% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
11,607
shares
|
$4.92 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,604
shares
|
$4.91 Million
1.67% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
Nov 07, 2024 Q3 2024 |
11,600
shares
|
$4.91 Million
1.54% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
11,592
shares
|
$4.91 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
11,587
shares
|
$4.91 Million
2.56% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
11,580
shares
|
$4.9 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
11,570
shares
|
$4.9 Million
0.36% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
11,551
shares
|
$4.89 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
11,550
shares
|
$4.89 Million
1.95% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
11,545
shares
|
$4.89 Million
2.69% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,529
shares
|
$4.88 Million
1.67% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
11,523
shares
|
$4.88 Million
2.55% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
11,518
shares
|
$4.88 Million
4.72% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
11,497
shares
|
$4.87 Million
2.13% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
11,495
shares
|
$4.87 Million
2.47% of portfolio
|
Q3 2024
Reduced 48.28%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
11,488
shares
|
$4.86 Million
4.46% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$4.86 Million
3.43% of portfolio
|
Q3 2024
Added 38.83%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
11,473
shares
|
$4.86 Million
2.69% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,466
shares
|
$4.86 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
11,454
shares
|
$4.85 Million
3.67% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,443
shares
|
$4.85 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.57%
|