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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
11,180
shares
|
$4.78 Million
3.37% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
11,173
shares
|
$4.78 Million
0.87% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
11,145
shares
|
$4.77 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
11,120
shares
|
$4.76 Million
4.64% of portfolio
|
Q3 2023
Reduced 2.58%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
11,109
shares
|
$4.75 Million
1.77% of portfolio
|
Q3 2024
Added 52.07%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
11,089
shares
|
$4.74 Million
1.08% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
11,021
shares
|
$4.72 Million
2.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
11,014
shares
|
$4.71 Million
3.28% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
11,010
shares
|
$4.71 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
11,008
shares
|
$4.71 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
11,006
shares
|
$4.71 Million
1.85% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,984
shares
|
$4.7 Million
2.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,983
shares
|
$4.7 Million
1.41% of portfolio
|
Q2 2022
Added 17.36%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
10,977
shares
|
$4.7 Million
1.43% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,969
shares
|
$4.69 Million
2.68% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
10,966
shares
|
$4.69 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
10,965
shares
|
$4.69 Million
5.6% of portfolio
|
Q3 2024
Added 70.98%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
10,957
shares
|
$4.69 Million
0.59% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10,936
shares
|
$4.68 Million
2.11% of portfolio
|
Q2 2022
Reduced 49.45%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
10,930
shares
|
$4.68 Million
2.31% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
10,926
shares
|
$4.67 Million
1.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
10,907
shares
|
$4.67 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
10,887
shares
|
$4.66 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
10,874
shares
|
$4.65 Million
4.72% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
10,867
shares
|
$4.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 97.28%
|