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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$2.78 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$2.78 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
6,504
shares
|
$2.78 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
6,493
shares
|
$2.78 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
6,489
shares
|
$2.78 Million
2.22% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,488
shares
|
$2.78 Million
1.17% of portfolio
|
Q1 2024
Reduced 10.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
6,484
shares
|
$2.77 Million
0.69% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$2.77 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
6,473
shares
|
$2.77 Million
2.58% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,463
shares
|
$2.77 Million
2.0% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
6,462
shares
|
$2.76 Million
0.42% of portfolio
|
Q2 2024
Added 213.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
6,452
shares
|
$2.76 Million
1.19% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,449
shares
|
$2.76 Million
1.82% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
6,438
shares
|
$2.75 Million
0.72% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$2.75 Million
0.98% of portfolio
|
Q1 2022
Added 1.59%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
6,434
shares
|
$2.75 Million
0.57% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,432
shares
|
$2.75 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2024 Q3 2024 |
6,429
shares
|
$2.75 Million
4.06% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
6,428
shares
|
$2.75 Million
4.31% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
6,426
shares
|
$2.75 Million
1.69% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
6,425
shares
|
$2.75 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
6,421
shares
|
$2.75 Million
0.47% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
6,408
shares
|
$2.74 Million
1.48% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
6,407
shares
|
$2.74 Million
1.2% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Aug 06, 2024 Q2 2024 |
6,406
shares
|
$2.74 Million
2.22% of portfolio
|
Q1 2024
Added 0.07%
|