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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,845
shares
|
$4.21 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,842
shares
|
$4.21 Million
0.76% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
9,834
shares
|
$4.21 Million
1.71% of portfolio
|
Q2 2022
Reduced 36.78%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
9,827
shares
|
$4.2 Million
2.58% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
9,826
shares
|
$4.2 Million
0.77% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
9,806
shares
|
$4.2 Million
2.99% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,788
shares
|
$4.19 Million
0.34% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
9,787
shares
|
$4.19 Million
0.51% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$4.19 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
9,760
shares
|
$4.18 Million
1.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
9,723
shares
|
$4.16 Million
1.11% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.16 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
9,718
shares
|
$4.16 Million
2.41% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.15 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.15 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,685
shares
|
$4.14 Million
0.6% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
9,676
shares
|
$4.14 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,671
shares
|
$4.14 Million
1.58% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.14 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
9,660
shares
|
$4.13 Million
1.94% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
9,657
shares
|
$4.13 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
9,656
shares
|
$4.13 Million
1.15% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
9,652
shares
|
$4.13 Million
0.35% of portfolio
|
Q3 2024
Reduced 87.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
9,651
shares
|
$4.13 Million
2.95% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,637
shares
|
$4.12 Million
0.71% of portfolio
|
Q3 2024
Added 5.7%
|