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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,838
shares
|
$3.35 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
7,836
shares
|
$3.35 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
7,832
shares
|
$3.35 Million
1.44% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
7,831
shares
|
$3.35 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,831
shares
|
$3.35 Million
1.59% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
7,827
shares
|
$3.35 Million
2.08% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
7,807
shares
|
$3.34 Million
1.2% of portfolio
|
Q3 2024
Added 1959.89%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
7,792
shares
|
$3.33 Million
2.07% of portfolio
|
Q3 2024
Reduced 64.8%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
7,784
shares
|
$3.33 Million
1.91% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,783
shares
|
$3.33 Million
0.29% of portfolio
|
Q4 2023
Reduced 3.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,777
shares
|
$3.33 Million
0.41% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
7,759
shares
|
$3.32 Million
2.49% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
7,757
shares
|
$3.32 Million
2.1% of portfolio
|
Q3 2024
Added 899.61%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
7,757
shares
|
$3.32 Million
3.18% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
7,757
shares
|
$3.32 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,749
shares
|
$3.32 Million
0.8% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
7,748
shares
|
$3.31 Million
0.74% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
7,703
shares
|
$3.3 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
7,701
shares
|
$3.29 Million
1.11% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
7,695
shares
|
$3.29 Million
2.73% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,691
shares
|
$3.29 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
7,681
shares
|
$3.29 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
7,681
shares
|
$3.29 Million
1.86% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,680
shares
|
$3.29 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
7,671
shares
|
$3.28 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.34%
|