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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,929
shares
|
$1.65 Million
0.93% of portfolio
|
Q3 2024
Added 106.14%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,920
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
3,920
shares
|
$1.64 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
3,916
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.64 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,907
shares
|
$1.64 Million
1.2% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,902
shares
|
$1.63 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,896
shares
|
$1.63 Million
0.44% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.63 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.62 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,867
shares
|
$1.62 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
3,865
shares
|
$1.62 Million
0.79% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
3,851
shares
|
$1.61 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.61 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
3,846
shares
|
$1.61 Million
0.94% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,840
shares
|
$1.61 Million
2.47% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
3,834
shares
|
$1.61 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,828
shares
|
$1.6 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,828
shares
|
$1.6 Million
0.69% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
3,823
shares
|
$1.6 Million
0.78% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,810
shares
|
$1.6 Million
1.11% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,794
shares
|
$1.59 Million
0.84% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
3,788
shares
|
$1.59 Million
0.37% of portfolio
|
Q2 2024
Reduced 8.55%
|