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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
4,516
shares
|
$1.89 Million
1.13% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,515
shares
|
$1.89 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
4,513
shares
|
$1.89 Million
1.52% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,510
shares
|
$1.89 Million
1.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$1.89 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 07, 2024 Q3 2024 |
4,500
shares
|
$1.88 Million
0.31% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
4,497
shares
|
$1.88 Million
2.81% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
4,490
shares
|
$1.88 Million
1.37% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$1.88 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,484
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
4,484
shares
|
$1.88 Million
1.48% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
4,483
shares
|
$1.88 Million
0.44% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$1.87 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
4,468
shares
|
$1.87 Million
0.76% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
4,466
shares
|
$1.87 Million
0.79% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,463
shares
|
$1.87 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
4,443
shares
|
$1.86 Million
0.78% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,439
shares
|
$1.86 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$1.86 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,432
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
4,431
shares
|
$1.86 Million
1.26% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
4,424
shares
|
$1.85 Million
1.68% of portfolio
|
Q3 2024
Reduced 83.76%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,424
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,422
shares
|
$1.85 Million
0.2% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
4,416
shares
|
$1.85 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.85%
|