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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
6,123
shares
|
$2.56 Million
0.49% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
6,122
shares
|
$2.56 Million
1.93% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,119
shares
|
$2.56 Million
8.62% of portfolio
|
Q3 2023
Reduced 59.88%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
6,108
shares
|
$2.56 Million
1.15% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,101
shares
|
$2.56 Million
2.7% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
6,097
shares
|
$2.55 Million
3.28% of portfolio
|
Q4 2023
Reduced 4.36%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
6,090
shares
|
$2.55 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,082
shares
|
$2.55 Million
2.93% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
6,077
shares
|
$2.54 Million
2.51% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
6,076
shares
|
$2.54 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
6,071
shares
|
$2.54 Million
4.48% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
6,066
shares
|
$2.54 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
6,033
shares
|
$2.53 Million
1.14% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
6,032
shares
|
$2.53 Million
1.96% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,030
shares
|
$2.53 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,004
shares
|
$2.51 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$2.51 Million
0.43% of portfolio
|
Q1 2021
New holding
|
|
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$2.51 Million
9.68% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
5,996
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,995
shares
|
$2.51 Million
0.68% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,992
shares
|
$2.51 Million
0.51% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
5,971
shares
|
$2.5 Million
1.22% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,970
shares
|
$2.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,964
shares
|
$2.5 Million
1.71% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
5,964
shares
|
$2.5 Million
1.37% of portfolio
|
Q3 2024
Added 4.05%
|