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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
4,404
shares
|
$1.84 Million
0.32% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
4,403
shares
|
$1.84 Million
1.61% of portfolio
|
Q3 2024
Added 27.25%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
4,400
shares
|
$1.84 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
4,395
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
4,389
shares
|
$1.84 Million
0.73% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4,386
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$1.83 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,370
shares
|
$1.83 Million
0.79% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
4,367
shares
|
$1.83 Million
3.8% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
4,360
shares
|
$1.83 Million
0.95% of portfolio
|
Q3 2024
Added 62.08%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
4,355
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
1.17% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,350
shares
|
$1.82 Million
0.7% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,348
shares
|
$1.82 Million
0.61% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,344
shares
|
$1.82 Million
1.13% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,340
shares
|
$1.82 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
4,314
shares
|
$1.81 Million
0.72% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,314
shares
|
$1.81 Million
0.93% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,312
shares
|
$1.81 Million
1.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
4,300
shares
|
$1.8 Million
1.22% of portfolio
|
Q4 2022
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,299
shares
|
$1.8 Million
1.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,295
shares
|
$1.8 Million
2.55% of portfolio
|
Q4 2023
Added 12.64%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$1.8 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|