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 |
|---|---|---|---|---|---|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
10,612
shares
|
$4.54 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,581
shares
|
$4.53 Million
1.2% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
10,577
shares
|
$4.53 Million
2.33% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
10,570
shares
|
$4.52 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
10,542
shares
|
$4.51 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
10,541
shares
|
$4.51 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
10,522
shares
|
$4.5 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
10,522
shares
|
$4.5 Million
1.86% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
10,478
shares
|
$4.48 Million
3.31% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
10,471
shares
|
$4.48 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
10,470
shares
|
$4.48 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
10,457
shares
|
$4.47 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,454
shares
|
$4.47 Million
0.87% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
10,452
shares
|
$4.47 Million
4.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
10,446
shares
|
$4.47 Million
2.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
10,421
shares
|
$4.46 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
10,412
shares
|
$4.45 Million
1.94% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
10,411
shares
|
$4.45 Million
3.42% of portfolio
|
Q3 2024
Added 42.97%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$4.45 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
10,401
shares
|
$4.45 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
10,399
shares
|
$4.45 Million
2.2% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
10,388
shares
|
$4.44 Million
3.57% of portfolio
|
Q3 2024
Added 481.63%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
10,368
shares
|
$4.44 Million
1.96% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
10,353
shares
|
$4.43 Million
1.3% of portfolio
|
Q3 2024
Reduced 22.85%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
10,350
shares
|
$4.43 Million
3.15% of portfolio
|
Q3 2024
Added 0.15%
|