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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,969
shares
|
$3.41 Million
1.1% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
7,964
shares
|
$3.41 Million
1.94% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
7,959
shares
|
$3.41 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
7,951
shares
|
$3.4 Million
1.92% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
7,947
shares
|
$3.4 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
7,942
shares
|
$3.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
7,942
shares
|
$3.4 Million
1.46% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
7,942
shares
|
$3.4 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,930
shares
|
$3.39 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.33%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
7,917
shares
|
$3.39 Million
2.5% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
7,913
shares
|
$3.39 Million
1.39% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
7,912
shares
|
$3.38 Million
2.06% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
7,909
shares
|
$3.38 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
7,908
shares
|
$3.38 Million
1.76% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
7,902
shares
|
$3.38 Million
0.81% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
7,897
shares
|
$3.38 Million
1.14% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
7,894
shares
|
$3.38 Million
1.03% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,879
shares
|
$3.37 Million
1.28% of portfolio
|
Q3 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,873
shares
|
$3.37 Million
2.4% of portfolio
|
Q3 2024
Reduced 54.83%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
7,871
shares
|
$3.37 Million
2.31% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7,867
shares
|
$3.37 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
7,864
shares
|
$3.36 Million
1.33% of portfolio
|
Q3 2024
Added 50.8%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,860
shares
|
$3.36 Million
0.76% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
7,856
shares
|
$3.36 Million
0.89% of portfolio
|
Q3 2024
Added 18.55%
|