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 |
|---|---|---|---|---|---|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
6,986
shares
|
$2.99 Million
1.57% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
6,980
shares
|
$2.99 Million
1.53% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
6,976
shares
|
$2.98 Million
0.42% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
6,966
shares
|
$2.98 Million
2.76% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
6,964
shares
|
$2.98 Million
1.88% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
6,956
shares
|
$2.98 Million
2.03% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
6,939
shares
|
$2.97 Million
0.84% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
6,933
shares
|
$2.97 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
6,924
shares
|
$2.96 Million
1.87% of portfolio
|
Q1 2024
Added 22.85%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
6,922
shares
|
$2.96 Million
1.88% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
6,921
shares
|
$2.96 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
6,915
shares
|
$2.96 Million
1.31% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,903
shares
|
$2.95 Million
1.66% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
6,898
shares
|
$2.95 Million
0.7% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
6,896
shares
|
$2.95 Million
0.67% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
6,889
shares
|
$2.95 Million
2.46% of portfolio
|
Q2 2024
Reduced 18.8%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
6,884
shares
|
$2.95 Million
0.97% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,855
shares
|
$2.93 Million
0.88% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
6,852
shares
|
$2.93 Million
3.47% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,851
shares
|
$2.93 Million
1.27% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,850
shares
|
$2.93 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
6,836
shares
|
$2.92 Million
0.83% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$2.92 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
6,823
shares
|
$2.92 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
6,810
shares
|
$2.91 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.35%
|