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 |
|---|---|---|---|---|---|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11,436
shares
|
$4.89 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
11,416
shares
|
$4.88 Million
2.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,413
shares
|
$4.88 Million
3.18% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
11,391
shares
|
$4.87 Million
1.01% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
11,379
shares
|
$4.87 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
11,374
shares
|
$4.87 Million
2.6% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
11,363
shares
|
$4.86 Million
2.6% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
11,358
shares
|
$4.86 Million
3.9% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
11,354
shares
|
$4.86 Million
1.93% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
11,350
shares
|
$4.86 Million
5.85% of portfolio
|
Q2 2022
Reduced 21.18%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
11,334
shares
|
$4.85 Million
1.46% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
11,329
shares
|
$4.85 Million
8.55% of portfolio
|
Q3 2024
Reduced 90.24%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
11,326
shares
|
$4.85 Million
0.68% of portfolio
|
Q3 2024
Reduced 71.95%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,324
shares
|
$4.84 Million
3.34% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
11,318
shares
|
$4.84 Million
3.01% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
11,293
shares
|
$4.83 Million
2.23% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
11,276
shares
|
$4.82 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
11,268
shares
|
$4.82 Million
0.65% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
11,267
shares
|
$4.82 Million
1.18% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
11,261
shares
|
$4.82 Million
0.52% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
11,243
shares
|
$4.81 Million
1.39% of portfolio
|
Q2 2022
Added 1.22%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
11,242
shares
|
$4.81 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
11,226
shares
|
$4.8 Million
1.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
11,222
shares
|
$4.8 Million
1.99% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
11,184
shares
|
$4.78 Million
0.8% of portfolio
|
Q3 2024
Added 2.33%
|