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 |
|---|---|---|---|---|---|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
7,669
shares
|
$3.28 Million
2.08% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
7,663
shares
|
$3.28 Million
4.11% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
7,653
shares
|
$3.27 Million
2.37% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
7,644
shares
|
$3.27 Million
0.34% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
7,643
shares
|
$3.27 Million
1.17% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,636
shares
|
$3.27 Million
1.92% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
7,635
shares
|
$3.27 Million
0.96% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
7,610
shares
|
$3.26 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
7,610
shares
|
$3.26 Million
1.17% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,610
shares
|
$3.26 Million
0.41% of portfolio
|
Q2 2023
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
7,602
shares
|
$3.25 Million
2.85% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,601
shares
|
$3.25 Million
1.73% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$3.25 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
7,598
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2024
Added 146.61%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
7,579
shares
|
$3.24 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
7,578
shares
|
$3.24 Million
2.68% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
7,577
shares
|
$3.24 Million
1.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
7,575
shares
|
$3.24 Million
2.27% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
7,569
shares
|
$3.24 Million
1.71% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
7,544
shares
|
$3.23 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
7,538
shares
|
$3.22 Million
0.09% of portfolio
|
Q3 2024
Added 47.08%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
7,531
shares
|
$3.22 Million
3.27% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
7,530
shares
|
$3.22 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
7,527
shares
|
$3.22 Million
3.71% of portfolio
|
Q3 2022
Added 10.08%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,494
shares
|
$3.21 Million
0.76% of portfolio
|
Q3 2024
Added 7.18%
|