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 |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
7,352
shares
|
$3.15 Million
1.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
7,338
shares
|
$3.14 Million
1.63% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,337
shares
|
$3.14 Million
0.87% of portfolio
|
Q1 2023
Reduced 0.77%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
7,335
shares
|
$3.14 Million
1.34% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$3.14 Million
1.28% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
7,323
shares
|
$3.13 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,318
shares
|
$3.13 Million
1.73% of portfolio
|
Q3 2023
Added 19.42%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
7,297
shares
|
$3.12 Million
1.01% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
7,296
shares
|
$3.12 Million
2.12% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
7,270
shares
|
$3.11 Million
0.86% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
7,268
shares
|
$3.11 Million
1.02% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
7,263
shares
|
$3.11 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
7,262
shares
|
$3.11 Million
1.69% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
7,261
shares
|
$3.11 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
7,259
shares
|
$3.11 Million
1.0% of portfolio
|
Q2 2024
Added 19.21%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,258
shares
|
$3.11 Million
1.22% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
7,245
shares
|
$3.1 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,245
shares
|
$3.1 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
7,245
shares
|
$3.1 Million
0.73% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,244
shares
|
$3.1 Million
2.54% of portfolio
|
Q3 2024
Reduced 90.14%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,243
shares
|
$3.1 Million
0.71% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
7,242
shares
|
$3.1 Million
0.31% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
7,242
shares
|
$3.1 Million
1.08% of portfolio
|
Q1 2023
Reduced 11.7%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,240
shares
|
$3.1 Million
2.32% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
7,199
shares
|
$3.08 Million
2.14% of portfolio
|
Q4 2023
Added 1.18%
|