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 |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
8,391
shares
|
$3.59 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,389
shares
|
$3.59 Million
1.5% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
8,386
shares
|
$3.59 Million
1.92% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
8,360
shares
|
$3.58 Million
1.69% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
8,349
shares
|
$3.57 Million
1.18% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
8,347
shares
|
$3.57 Million
2.43% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
8,347
shares
|
$3.57 Million
2.49% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
8,343
shares
|
$3.57 Million
0.56% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
8,323
shares
|
$3.56 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,295
shares
|
$3.55 Million
1.73% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
8,295
shares
|
$3.55 Million
1.3% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
8,286
shares
|
$3.54 Million
2.15% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,280
shares
|
$3.54 Million
1.85% of portfolio
|
Q3 2021
New holding
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
8,267
shares
|
$3.54 Million
1.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,252
shares
|
$3.53 Million
1.72% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
8,227
shares
|
$3.52 Million
3.1% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
8,201
shares
|
$3.51 Million
2.49% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
8,197
shares
|
$3.51 Million
2.16% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
8,186
shares
|
$3.5 Million
2.77% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
8,171
shares
|
$3.5 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,166
shares
|
$3.49 Million
3.32% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
8,165
shares
|
$3.49 Million
2.15% of portfolio
|
Q3 2024
Reduced 37.97%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,158
shares
|
$3.49 Million
4.12% of portfolio
|
Q3 2023
Added 17.31%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,157
shares
|
$3.49 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
8,144
shares
|
$3.48 Million
0.47% of portfolio
|
Q3 2024
Added 3.89%
|