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 |
|---|---|---|---|---|---|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Oct 08, 2024 Q3 2024 |
9,472
shares
|
$4.05 Million
2.87% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
9,469
shares
|
$4.05 Million
0.46% of portfolio
|
Q3 2024
Added 167.64%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
9,450
shares
|
$4.04 Million
2.42% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,448
shares
|
$4.04 Million
1.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
9,441
shares
|
$4.04 Million
1.44% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
9,430
shares
|
$4.03 Million
2.11% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
9,429
shares
|
$4.03 Million
1.31% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
9,419
shares
|
$4.03 Million
0.31% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,413
shares
|
$4.03 Million
1.5% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,411
shares
|
$4.03 Million
0.36% of portfolio
|
Q3 2024
Reduced 71.44%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
9,405
shares
|
$4.02 Million
3.23% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
9,400
shares
|
$4.02 Million
2.37% of portfolio
|
Q3 2023
Reduced 76.5%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,400
shares
|
$4.02 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,396
shares
|
$4.02 Million
1.85% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
9,395
shares
|
$4.02 Million
2.51% of portfolio
|
Q3 2024
Added 48.07%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
9,384
shares
|
$4.01 Million
2.5% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
9,380
shares
|
$4.01 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
9,377
shares
|
$4.01 Million
1.68% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
9,371
shares
|
$4.01 Million
1.73% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,367
shares
|
$4.01 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
9,366
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,360
shares
|
$4 Million
3.16% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
9,345
shares
|
$4 Million
2.83% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
9,335
shares
|
$3.99 Million
1.2% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
9,334
shares
|
$3.99 Million
3.13% of portfolio
|
Q3 2024
Added 9.27%
|