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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
5,706
shares
|
$2.39 Million
1.62% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$2.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 88.2%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
5,701
shares
|
$2.39 Million
1.89% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
5,694
shares
|
$2.38 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
5,678
shares
|
$2.38 Million
0.46% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,676
shares
|
$2.38 Million
1.91% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
5,673
shares
|
$2.38 Million
0.93% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
5,671
shares
|
$2.37 Million
0.85% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,666
shares
|
$2.37 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
5,663
shares
|
$2.37 Million
1.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
5,656
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,649
shares
|
$2.37 Million
3.46% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,643
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,642
shares
|
$2.36 Million
0.53% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,638
shares
|
$2.36 Million
1.68% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
5,632
shares
|
$2.36 Million
1.45% of portfolio
|
Q1 2024
Added 13.23%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,631
shares
|
$2.36 Million
0.83% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
5,628
shares
|
$2.36 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,627
shares
|
$2.36 Million
2.17% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
5,623
shares
|
$2.35 Million
0.49% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
5,620
shares
|
$2.35 Million
0.9% of portfolio
|
Q3 2024
Added 43.37%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
5,620
shares
|
$2.35 Million
0.34% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,619
shares
|
$2.35 Million
1.61% of portfolio
|
Q3 2024
Added 47.02%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
5,610
shares
|
$2.35 Million
1.82% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
5,605
shares
|
$2.35 Million
1.03% of portfolio
|
Q3 2024
Reduced 20.99%
|