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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
10,089
shares
|
$4.32 Million
2.62% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
10,057
shares
|
$4.3 Million
3.84% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,053
shares
|
$4.3 Million
1.27% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$4.3 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
10,012
shares
|
$4.28 Million
3.34% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
10,008
shares
|
$4.28 Million
3.3% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
10,008
shares
|
$4.28 Million
1.98% of portfolio
|
Q3 2024
Added 31.7%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
10,008
shares
|
$4.28 Million
1.98% of portfolio
|
Q3 2024
Added 636.42%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
10,007
shares
|
$4.28 Million
1.42% of portfolio
|
Q3 2019
Reduced 1.73%
|
|
|
Privium Fund Management B.V.
|
Nov 01, 2024 Q3 2024 |
10,000
shares
|
$4.28 Million
1.07% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$4.28 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$4.28 Million
5.06% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Sonnipe LTD
Douglas, Y8 |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$4.28 Million
0.39% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,975
shares
|
$4.27 Million
0.47% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,973
shares
|
$4.27 Million
1.71% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
9,966
shares
|
$4.26 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
9,948
shares
|
$4.26 Million
1.92% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$4.23 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
9,888
shares
|
$4.23 Million
4.3% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,886
shares
|
$4.23 Million
2.19% of portfolio
|
Q3 2024
Added 1172.33%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
9,886
shares
|
$4.23 Million
2.68% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
9,855
shares
|
$4.22 Million
1.69% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,854
shares
|
$4.22 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,850
shares
|
$4.21 Million
1.98% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,846
shares
|
$4.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.34%
|