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 |
|---|---|---|---|---|---|
|
Boulder Hill Capital Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,040
shares
|
$1.71 Million
3.63% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
4,038
shares
|
$1.71 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
4,038
shares
|
$1.71 Million
0.58% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,035
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,031
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,030
shares
|
$1.7 Million
1.07% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,030
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2024
Added 73.56%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
4,019
shares
|
$1.7 Million
0.7% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
4,011
shares
|
$1.7 Million
0.63% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
4,010
shares
|
$1.7 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
4,005
shares
|
$1.69 Million
1.58% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$1.69 Million
0.48% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,982
shares
|
$1.68 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,980
shares
|
$1.68 Million
1.09% of portfolio
|
Q2 2024
Reduced 76.81%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
3,975
shares
|
$1.68 Million
1.14% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$1.68 Million
2.83% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,965
shares
|
$1.68 Million
1.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,954
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$1.67 Million
0.65% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
3,946
shares
|
$1.67 Million
0.23% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,945
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,942
shares
|
$1.67 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,934
shares
|
$1.66 Million
0.58% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
3,930
shares
|
$1.66 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.73%
|