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 |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,691
shares
|
$1.57 Million
1.05% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
3,686
shares
|
$1.57 Million
0.36% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 15, 2024 Q2 2024 |
3,685
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,668
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
3,666
shares
|
$1.56 Million
2.49% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
3,663
shares
|
$1.56 Million
1.5% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,657
shares
|
$1.56 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
3,656
shares
|
$1.56 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
3,625
shares
|
$1.54 Million
0.28% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
3,622
shares
|
$1.54 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
3,620
shares
|
$1.54 Million
1.44% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Algebris (Uk) LTD
London, X0 |
Aug 13, 2024 Q2 2024 |
3,615
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2024
Added 41.16%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.54 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,609
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,608
shares
|
$1.53 Million
2.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,606
shares
|
$1.53 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Mcia Inc
|
Jul 16, 2024 Q2 2024 |
3,604
shares
|
$1.53 Million
0.41% of portfolio
|
Q2 2024
Added 6.06%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
3,598
shares
|
$1.53 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
3,596
shares
|
$1.53 Million
0.55% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,594
shares
|
$1.53 Million
1.12% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,593
shares
|
$1.53 Million
0.61% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
3,586
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,585
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2024
Added 2.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,563
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2023
Added 14.79%
|