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 |
|---|---|---|---|---|---|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
10,842
shares
|
$4.64 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
10,830
shares
|
$4.63 Million
0.92% of portfolio
|
Q3 2024
Added 170.55%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
10,809
shares
|
$4.62 Million
1.27% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Delphi Financial Group, Inc.
|
Nov 01, 2024 Q3 2024 |
10,800
shares
|
$4.62 Million
2.68% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
10,781
shares
|
$4.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
10,777
shares
|
$4.61 Million
2.74% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Nov 15, 2024 Q3 2024 |
10,775
shares
|
$4.61 Million
2.25% of portfolio
|
Q3 2024
New holding
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
10,771
shares
|
$4.61 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
10,765
shares
|
$4.61 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
10,758
shares
|
$4.6 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
10,751
shares
|
$4.6 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
10,747
shares
|
$4.6 Million
2.1% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
10,723
shares
|
$4.59 Million
4.43% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
10,719
shares
|
$4.59 Million
0.68% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,700
shares
|
$4.58 Million
1.54% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 12, 2024 Q3 2024 |
10,699
shares
|
$4.58 Million
3.45% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
10,686
shares
|
$4.57 Million
3.21% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
10,668
shares
|
$4.56 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
10,658
shares
|
$4.56 Million
1.94% of portfolio
|
Q3 2024
Added 80.28%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
10,652
shares
|
$4.56 Million
1.5% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
10,650
shares
|
$4.56 Million
2.07% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,639
shares
|
$4.55 Million
0.82% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
10,631
shares
|
$4.55 Million
2.94% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
10,625
shares
|
$4.55 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
10,617
shares
|
$4.54 Million
0.81% of portfolio
|
Q3 2024
Reduced 8.28%
|