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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,622
shares
|
$4.12 Million
0.39% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
9,608
shares
|
$4.11 Million
3.83% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,606
shares
|
$4.11 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
9,600
shares
|
$4.11 Million
0.96% of portfolio
|
Q3 2024
Reduced 84.76%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.1 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,582
shares
|
$4.1 Million
2.19% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
9,581
shares
|
$4.1 Million
2.9% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
9,557
shares
|
$4.09 Million
1.88% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
9,557
shares
|
$4.09 Million
3.47% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
9,556
shares
|
$4.09 Million
2.11% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
9,554
shares
|
$4.09 Million
1.83% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
9,552
shares
|
$4.09 Million
2.8% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
9,548
shares
|
$4.08 Million
1.87% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9,547
shares
|
$4.08 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.08 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
9,529
shares
|
$4.08 Million
1.49% of portfolio
|
Q3 2024
Added 225.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
9,522
shares
|
$4.07 Million
1.78% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
9,507
shares
|
$4.07 Million
3.35% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
9,500
shares
|
$4.06 Million
0.7% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,500
shares
|
$4.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Colrain Capital LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,500
shares
|
$4.06 Million
3.69% of portfolio
|
Q1 2022
Reduced 5.89%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
9,495
shares
|
$4.06 Million
2.97% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
9,492
shares
|
$4.06 Million
3.32% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
9,483
shares
|
$4.06 Million
2.81% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,483
shares
|
$4.06 Million
0.84% of portfolio
|
Q3 2024
Reduced 30.6%
|