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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
10,344
shares
|
$4.43 Million
2.83% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
10,338
shares
|
$4.42 Million
1.5% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,325
shares
|
$4.42 Million
1.78% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$4.41 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
10,306
shares
|
$4.41 Million
2.34% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
10,304
shares
|
$4.41 Million
4.01% of portfolio
|
Q3 2024
Added 61.81%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
10,304
shares
|
$4.41 Million
0.67% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10,283
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$4.39 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
10,266
shares
|
$4.39 Million
2.94% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
10,254
shares
|
$4.39 Million
0.55% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
10,252
shares
|
$4.39 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
10,250
shares
|
$4.39 Million
3.54% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
10,233
shares
|
$4.38 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
10,230
shares
|
$4.38 Million
2.33% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$4.38 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,219
shares
|
$4.37 Million
1.15% of portfolio
|
Q3 2024
Added 1516.93%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
10,206
shares
|
$4.37 Million
0.59% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
10,158
shares
|
$4.35 Million
1.22% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
10,156
shares
|
$4.34 Million
1.76% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
10,150
shares
|
$4.34 Million
2.59% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
10,141
shares
|
$4.34 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
10,138
shares
|
$4.34 Million
3.81% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
10,097
shares
|
$4.32 Million
0.82% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
10,090
shares
|
$4.32 Million
3.48% of portfolio
|
Q3 2024
Added 10.94%
|