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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
6,389
shares
|
$2.73 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
6,386
shares
|
$2.73 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
6,385
shares
|
$2.73 Million
0.87% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,377
shares
|
$2.73 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
6,373
shares
|
$2.73 Million
0.46% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
6,367
shares
|
$2.72 Million
0.88% of portfolio
|
Q3 2024
Added 17.08%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,347
shares
|
$2.72 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
6,340
shares
|
$2.71 Million
1.25% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
6,335
shares
|
$2.71 Million
1.23% of portfolio
|
Q3 2024
Added 52.54%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
6,330
shares
|
$2.71 Million
1.99% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
6,329
shares
|
$2.71 Million
0.81% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
6,327
shares
|
$2.71 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
6,324
shares
|
$2.71 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
6,323
shares
|
$2.71 Million
2.46% of portfolio
|
Q3 2024
Reduced 66.43%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,319
shares
|
$2.7 Million
1.11% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$2.7 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
6,315
shares
|
$2.7 Million
1.95% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,312
shares
|
$2.7 Million
1.15% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
6,305
shares
|
$2.7 Million
2.22% of portfolio
|
Q3 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,301
shares
|
$2.7 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
6,282
shares
|
$2.69 Million
1.02% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,269
shares
|
$2.68 Million
1.97% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
6,267
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
6,251
shares
|
$2.67 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$2.67 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|