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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,784
shares
|
$1.58 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.58 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.58 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,756
shares
|
$1.57 Million
1.18% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$1.57 Million
1.73% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$1.57 Million
0.94% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
3,737
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
3,724
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,723
shares
|
$1.56 Million
1.38% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,720
shares
|
$1.56 Million
1.27% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,715
shares
|
$1.56 Million
0.97% of portfolio
|
Q3 2024
Added 31.69%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
3,714
shares
|
$1.56 Million
0.23% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
3,713
shares
|
$1.55 Million
0.97% of portfolio
|
Q3 2024
Reduced 24.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,713
shares
|
$1.55 Million
0.82% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.55 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
3,709
shares
|
$1.55 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,704
shares
|
$1.55 Million
0.12% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
3,697
shares
|
$1.55 Million
0.67% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
3,686
shares
|
$1.54 Million
0.36% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,681
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.54 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,668
shares
|
$1.54 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
|
$1.54 Million
2.49% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,657
shares
|
$1.53 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.72%
|