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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,985
shares
|
$2.09 Million
2.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,977
shares
|
$2.08 Million
1.27% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,969
shares
|
$2.08 Million
2.25% of portfolio
|
Q4 2022
Added 8.66%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,969
shares
|
$2.08 Million
1.12% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,967
shares
|
$2.08 Million
1.35% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
4,966
shares
|
$2.08 Million
0.77% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
4,964
shares
|
$2.08 Million
0.69% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,937
shares
|
$2.07 Million
1.15% of portfolio
|
Q3 2024
Added 232.01%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$2.06 Million
0.55% of portfolio
|
Q3 2024
Added 361.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,915
shares
|
$2.06 Million
1.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,892
shares
|
$2.05 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
4,890
shares
|
$2.05 Million
1.1% of portfolio
|
Q3 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,884
shares
|
$2.05 Million
0.88% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,873
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,870
shares
|
$2.04 Million
0.83% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
4,869
shares
|
$2.04 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
4,868
shares
|
$2.04 Million
0.56% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
4,863
shares
|
$2.04 Million
1.71% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
4,862
shares
|
$2.04 Million
0.44% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
4,854
shares
|
$2.03 Million
1.29% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,850
shares
|
$2.03 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
4,841
shares
|
$2.03 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
4,832
shares
|
$2.02 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,816
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
4,809
shares
|
$2.01 Million
1.66% of portfolio
|
Q3 2024
Reduced 13.09%
|