Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,799 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.18 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
4,481
shares
|
$1.91 Million
0.82% of portfolio
|
Q1 2024
Added 2.82%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
4,466
shares
|
$1.9 Million
0.79% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,463
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
4,452
shares
|
$1.89 Million
0.84% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
4,443
shares
|
$1.89 Million
0.78% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$1.89 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,432
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
4,431
shares
|
$1.89 Million
1.26% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
4,424
shares
|
$1.88 Million
1.68% of portfolio
|
Q3 2024
Reduced 83.76%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,424
shares
|
$1.88 Million
0.6% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,422
shares
|
$1.88 Million
0.2% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
4,422
shares
|
$1.88 Million
2.99% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
4,416
shares
|
$1.88 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
4,410
shares
|
$1.88 Million
1.88% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
4,403
shares
|
$1.87 Million
1.61% of portfolio
|
Q3 2024
Added 27.25%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Aug 13, 2024 Q2 2024 |
4,400
shares
|
$1.87 Million
1.53% of portfolio
|
Q4 2023
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
4,395
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Stevard, LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
4,393
shares
|
$1.87 Million
1.71% of portfolio
|
Q2 2024
Added 18.6%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
4,389
shares
|
$1.87 Million
0.73% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
4,386
shares
|
$1.87 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$1.86 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
4,374
shares
|
$1.86 Million
0.39% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,370
shares
|
$1.86 Million
0.79% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
4,367
shares
|
$1.86 Million
3.8% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 23, 2024 Q2 2024 |
4,362
shares
|
$1.86 Million
1.25% of portfolio
|
Q2 2024
Added 2.59%
|