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 $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,797
shares
|
$2.91 Million
0.47% of portfolio
|
Q1 2024
Added 12.4%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
6,794
shares
|
$2.91 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
6,792
shares
|
$2.91 Million
1.16% of portfolio
|
Q3 2024
Added 79.54%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
6,791
shares
|
$2.91 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
6,777
shares
|
$2.9 Million
0.51% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
6,776
shares
|
$2.9 Million
1.11% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
6,774
shares
|
$2.9 Million
1.21% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,770
shares
|
$2.9 Million
1.5% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,769
shares
|
$2.9 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
6,767
shares
|
$2.9 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,765
shares
|
$2.89 Million
1.66% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
6,757
shares
|
$2.89 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
6,746
shares
|
$2.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
6,721
shares
|
$2.88 Million
1.53% of portfolio
|
Q3 2024
Added 32.46%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
6,701
shares
|
$2.87 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
6,701
shares
|
$2.87 Million
1.89% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
6,700
shares
|
$2.87 Million
4.86% of portfolio
|
Q3 2022
Reduced 77.05%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,700
shares
|
$2.87 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,700
shares
|
$2.87 Million
2.95% of portfolio
|
Q4 2023
Reduced 19.28%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
6,699
shares
|
$2.87 Million
1.66% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,698
shares
|
$2.87 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
6,684
shares
|
$2.86 Million
1.32% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,681
shares
|
$2.86 Million
1.11% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,673
shares
|
$2.85 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,670
shares
|
$2.85 Million
0.63% of portfolio
|
Q3 2024
Added 0.12%
|