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 |
|---|---|---|---|---|---|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
5,106
shares
|
$2.14 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
5,102
shares
|
$2.14 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
5,097
shares
|
$2.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$2.13 Million
0.94% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,080
shares
|
$2.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$2.13 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
5,069
shares
|
$2.12 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
5,047
shares
|
$2.11 Million
0.33% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
5,041
shares
|
$2.11 Million
0.75% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
5,038
shares
|
$2.11 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,037
shares
|
$2.11 Million
0.49% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
5,034
shares
|
$2.11 Million
0.68% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,031
shares
|
$2.11 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,029
shares
|
$2.11 Million
0.86% of portfolio
|
Q3 2024
Added 49.05%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
5,022
shares
|
$2.1 Million
3.13% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,016
shares
|
$2.1 Million
0.65% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,014
shares
|
$2.1 Million
2.52% of portfolio
|
Q2 2024
Reduced 28.51%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
5,005
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,004
shares
|
$2.1 Million
0.19% of portfolio
|
Q3 2024
Added 27.46%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$2.09 Million
1.51% of portfolio
|
Q1 2020
Reduced 14.53%
|
|
|
Advent Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$2.09 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 18, 2024 Q3 2024 |
5,000
shares
|
$2.09 Million
0.61% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,999
shares
|
$2.09 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,987
shares
|
$2.09 Million
0.91% of portfolio
|
Q3 2024
Added 20.2%
|