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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,935
shares
|
$2.49 Million
0.23% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,934
shares
|
$2.49 Million
0.95% of portfolio
|
Q3 2024
Added 57.86%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,916
shares
|
$2.48 Million
1.34% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
5,911
shares
|
$2.48 Million
0.57% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,905
shares
|
$2.47 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,901
shares
|
$2.47 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
5,841
shares
|
$2.45 Million
0.46% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
5,837
shares
|
$2.44 Million
0.87% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,836
shares
|
$2.44 Million
1.11% of portfolio
|
Q3 2024
Added 121.4%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,825
shares
|
$2.44 Million
3.29% of portfolio
|
Q1 2023
Reduced 4.62%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
5,823
shares
|
$2.44 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,816
shares
|
$2.44 Million
0.5% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
5,810
shares
|
$2.43 Million
0.62% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,807
shares
|
$2.43 Million
1.93% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,796
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
5,777
shares
|
$2.42 Million
0.93% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,773
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
5,769
shares
|
$2.42 Million
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
5,757
shares
|
$2.41 Million
1.7% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,747
shares
|
$2.41 Million
0.42% of portfolio
|
Q2 2023
Reduced 13.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
5,743
shares
|
$2.41 Million
0.51% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,737
shares
|
$2.4 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
5,731
shares
|
$2.4 Million
6.79% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
5,727
shares
|
$2.4 Million
1.4% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
5,723
shares
|
$2.4 Million
0.53% of portfolio
|
Q3 2024
Reduced 10.06%
|