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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
4,291
shares
|
$1.8 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,269
shares
|
$1.79 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
4,268
shares
|
$1.79 Million
1.19% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,266
shares
|
$1.79 Million
1.63% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
4,265
shares
|
$1.79 Million
1.11% of portfolio
|
Q4 2023
New holding
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
4,255
shares
|
$1.78 Million
0.71% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,252
shares
|
$1.78 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,239
shares
|
$1.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Bridger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,230
shares
|
$1.77 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
4,225
shares
|
$1.77 Million
1.4% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,219
shares
|
$1.77 Million
1.06% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
4,218
shares
|
$1.77 Million
1.32% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
4,215
shares
|
$1.77 Million
6.93% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,211
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
4,211
shares
|
$1.76 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$1.76 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
4,193
shares
|
$1.76 Million
1.2% of portfolio
|
Q3 2024
Added 86.94%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$1.75 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
4,183
shares
|
$1.75 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,175
shares
|
$1.75 Million
0.46% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,175
shares
|
$1.75 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,158
shares
|
$1.74 Million
3.2% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,156
shares
|
$1.74 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
4,148
shares
|
$1.74 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
4,148
shares
|
$1.74 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.26%
|