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 |
|---|---|---|---|---|---|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
9,329
shares
|
$3.99 Million
2.45% of portfolio
|
Q3 2024
Added 37.66%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
9,322
shares
|
$3.99 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
9,306
shares
|
$3.98 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
9,303
shares
|
$3.98 Million
0.49% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
9,303
shares
|
$3.98 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
9,299
shares
|
$3.98 Million
2.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
9,288
shares
|
$3.97 Million
0.44% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,282
shares
|
$3.97 Million
3.47% of portfolio
|
Q3 2022
Added 2.46%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,276
shares
|
$3.97 Million
0.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
9,252
shares
|
$3.96 Million
1.09% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
9,252
shares
|
$3.96 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Capitol Family Office, Inc.
|
Oct 29, 2024 Q3 2024 |
9,237
shares
|
$3.95 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,235
shares
|
$3.95 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
9,231
shares
|
$3.95 Million
1.68% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
9,221
shares
|
$3.94 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
9,214
shares
|
$3.94 Million
1.26% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,212
shares
|
$3.94 Million
2.57% of portfolio
|
Q3 2024
Reduced 59.82%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
9,195
shares
|
$3.93 Million
2.86% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
9,187
shares
|
$3.93 Million
0.73% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
9,183
shares
|
$3.93 Million
0.65% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,176
shares
|
$3.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 11, 2024 Q3 2024 |
9,164
shares
|
$3.92 Million
3.22% of portfolio
|
Q3 2024
Added 206.9%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,163
shares
|
$3.92 Million
0.42% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,159
shares
|
$3.92 Million
0.92% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,156
shares
|
$3.92 Million
0.81% of portfolio
|
Q3 2024
Added 1.88%
|