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 |
|---|---|---|---|---|---|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,219
shares
|
$1.79 Million
1.06% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
4,215
shares
|
$1.79 Million
6.93% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,211
shares
|
$1.79 Million
1.1% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
4,211
shares
|
$1.79 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$1.78 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$1.78 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
4,183
shares
|
$1.78 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,178
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 85.67%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,158
shares
|
$1.77 Million
3.2% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,156
shares
|
$1.77 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
4,148
shares
|
$1.76 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
4,148
shares
|
$1.76 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
4,118
shares
|
$1.75 Million
1.36% of portfolio
|
Q2 2024
Reduced 32.69%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
4,117
shares
|
$1.75 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$1.75 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
4,107
shares
|
$1.75 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
4,094
shares
|
$1.74 Million
1.39% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
4,089
shares
|
$1.74 Million
1.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
4,087
shares
|
$1.74 Million
0.47% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
4,086
shares
|
$1.74 Million
0.72% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$1.73 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 14, 2024 Q2 2024 |
4,076
shares
|
$1.73 Million
1.49% of portfolio
|
Q2 2024
Added 11.49%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,071
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2024
Reduced 92.64%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,070
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$1.73 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|