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 City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,666
shares
|
$2.85 Million
2.49% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,663
shares
|
$2.85 Million
1.88% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,662
shares
|
$2.85 Million
1.16% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
6,657
shares
|
$2.85 Million
1.65% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,639
shares
|
$2.84 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
6,631
shares
|
$2.84 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,626
shares
|
$2.83 Million
0.68% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
6,617
shares
|
$2.83 Million
1.29% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
6,615
shares
|
$2.83 Million
4.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
6,606
shares
|
$2.83 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
6,603
shares
|
$2.82 Million
1.1% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,596
shares
|
$2.82 Million
1.48% of portfolio
|
Q1 2024
Added 177.84%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,589
shares
|
$2.82 Million
0.65% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
6,586
shares
|
$2.82 Million
1.41% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
6,579
shares
|
$2.81 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
6,576
shares
|
$2.81 Million
0.76% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,549
shares
|
$2.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 36.06%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
6,549
shares
|
$2.8 Million
0.81% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
6,540
shares
|
$2.8 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sciencast Management LP
|
Nov 13, 2024 Q3 2024 |
6,535
shares
|
$2.8 Million
0.87% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,534
shares
|
$2.8 Million
1.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,527
shares
|
$2.79 Million
0.77% of portfolio
|
Q3 2023
Added 12.87%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
6,517
shares
|
$2.79 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
6,511
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 57.36%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
6,508
shares
|
$2.78 Million
1.77% of portfolio
|
Q3 2024
Reduced 13.81%
|