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 |
|---|---|---|---|---|---|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
5,605
shares
|
$2.35 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
5,600
shares
|
$2.35 Million
0.83% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,598
shares
|
$2.34 Million
3.09% of portfolio
|
Q3 2023
Reduced 24.34%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
5,592
shares
|
$2.34 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
5,588
shares
|
$2.34 Million
1.5% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,582
shares
|
$2.34 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
5,581
shares
|
$2.34 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
5,578
shares
|
$2.34 Million
1.88% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
5,576
shares
|
$2.34 Million
2.32% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
5,563
shares
|
$2.33 Million
1.77% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
5,562
shares
|
$2.33 Million
1.77% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,538
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
5,529
shares
|
$2.32 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
5,521
shares
|
$2.31 Million
0.71% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
5,515
shares
|
$2.31 Million
1.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,513
shares
|
$2.31 Million
0.68% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,506
shares
|
$2.31 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
5,502
shares
|
$2.3 Million
0.97% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
5,492
shares
|
$2.3 Million
0.69% of portfolio
|
Q3 2024
Added 15.6%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.3 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
5,486
shares
|
$2.3 Million
0.61% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
5,483
shares
|
$2.3 Million
0.79% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
5,483
shares
|
$2.3 Million
0.83% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|