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 |
|---|---|---|---|---|---|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
6,250
shares
|
$2.62 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
6,246
shares
|
$2.62 Million
1.02% of portfolio
|
Q3 2022
Added 13.6%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,245
shares
|
$2.62 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
6,227
shares
|
$2.61 Million
1.86% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$2.61 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
6,224
shares
|
$2.61 Million
2.34% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,223
shares
|
$2.61 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
6,216
shares
|
$2.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
6,212
shares
|
$2.6 Million
0.64% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
6,201
shares
|
$2.6 Million
1.75% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
6,199
shares
|
$2.6 Million
2.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
6,194
shares
|
$2.59 Million
1.97% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,193
shares
|
$2.59 Million
0.51% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
6,192
shares
|
$2.59 Million
1.72% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
6,184
shares
|
$2.59 Million
2.05% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
6,178
shares
|
$2.59 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$2.58 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$2.58 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
6,162
shares
|
$2.58 Million
2.12% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
6,162
shares
|
$2.58 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
6,160
shares
|
$2.58 Million
0.26% of portfolio
|
Q3 2024
Reduced 73.4%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
6,160
shares
|
$2.58 Million
2.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
6,147
shares
|
$2.57 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
6,140
shares
|
$2.57 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,133
shares
|
$2.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.12%
|