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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
8,961
shares
|
$3.83 Million
2.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
8,948
shares
|
$3.83 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
8,946
shares
|
$3.83 Million
1.17% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
8,936
shares
|
$3.82 Million
0.85% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,921
shares
|
$3.82 Million
1.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,914
shares
|
$3.81 Million
4.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8,903
shares
|
$3.81 Million
0.92% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,902
shares
|
$3.81 Million
0.5% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
8,889
shares
|
$3.8 Million
2.51% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,879
shares
|
$3.8 Million
2.57% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
8,876
shares
|
$3.8 Million
2.14% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
8,864
shares
|
$3.79 Million
3.39% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
8,850
shares
|
$3.79 Million
0.61% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
8,846
shares
|
$3.78 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,832
shares
|
$3.78 Million
0.85% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
8,829
shares
|
$3.78 Million
1.36% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
8,829
shares
|
$3.78 Million
1.32% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
8,827
shares
|
$3.78 Million
2.73% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
8,822
shares
|
$3.77 Million
3.66% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
8,820
shares
|
$3.77 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,816
shares
|
$3.77 Million
1.08% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,815
shares
|
$3.77 Million
0.75% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
8,784
shares
|
$3.76 Million
0.92% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
8,764
shares
|
$3.75 Million
2.6% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
8,761
shares
|
$3.75 Million
2.09% of portfolio
|
Q3 2024
New holding
|