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 |
|---|---|---|---|---|---|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
5,311
shares
|
$2.22 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
5,310
shares
|
$2.22 Million
1.91% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
5,303
shares
|
$2.22 Million
1.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,297
shares
|
$2.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
5,289
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$2.21 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,278
shares
|
$2.21 Million
0.98% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,272
shares
|
$2.21 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
5,254
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,238
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
5,237
shares
|
$2.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,233
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Pcj Investment Counsel Ltd.
|
Nov 08, 2024 Q3 2024 |
5,220
shares
|
$2.19 Million
0.93% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,209
shares
|
$2.18 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
5,198
shares
|
$2.18 Million
0.77% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
5,185
shares
|
$2.17 Million
1.04% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
5,179
shares
|
$2.17 Million
1.91% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
5,175
shares
|
$2.17 Million
1.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,162
shares
|
$2.16 Million
0.65% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
5,152
shares
|
$2.16 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
5,150
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$2.15 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
5,133
shares
|
$2.15 Million
0.55% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
5,128
shares
|
$2.15 Million
0.3% of portfolio
|
Q3 2024
Added 0.16%
|