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 $2.12 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
4,147
shares
|
$1.76 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
4,134
shares
|
$1.75 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
4,119
shares
|
$1.74 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
4,118
shares
|
$1.74 Million
1.36% of portfolio
|
Q2 2024
Reduced 32.69%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$1.74 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
4,107
shares
|
$1.74 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
4,094
shares
|
$1.73 Million
1.39% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,090
shares
|
$1.73 Million
0.91% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
4,089
shares
|
$1.73 Million
1.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
4,087
shares
|
$1.73 Million
0.47% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
4,086
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
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%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,071
shares
|
$1.72 Million
0.42% of portfolio
|
Q3 2024
Reduced 92.64%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,070
shares
|
$1.72 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
4,066
shares
|
$1.72 Million
2.28% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$1.72 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,061
shares
|
$1.72 Million
0.88% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 01, 2024 Q3 2024 |
4,059
shares
|
$1.72 Million
0.58% of portfolio
|
Q2 2024
Added 16.17%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
4,056
shares
|
$1.72 Million
0.65% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
4,056
shares
|
$1.72 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,054
shares
|
$1.72 Million
0.36% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
4,050
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,048
shares
|
$1.71 Million
0.35% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,042
shares
|
$1.71 Million
1.93% of portfolio
|
Q4 2018
Reduced 72.2%
|