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 |
|---|---|---|---|---|---|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
3,656
shares
|
$1.53 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,645
shares
|
$1.53 Million
0.33% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,635
shares
|
$1.52 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
3,625
shares
|
$1.52 Million
0.28% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
3,622
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
3,621
shares
|
$1.52 Million
1.17% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
3,620
shares
|
$1.52 Million
1.44% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.51 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,609
shares
|
$1.51 Million
0.47% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,608
shares
|
$1.51 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
|
$1.51 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
3,598
shares
|
$1.51 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
3,596
shares
|
$1.51 Million
0.55% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,594
shares
|
$1.51 Million
1.12% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,593
shares
|
$1.5 Million
0.61% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,569
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,563
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2023
Added 14.79%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,556
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,556
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
3,553
shares
|
$1.49 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
3,550
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
3,549
shares
|
$1.49 Million
1.3% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
3,547
shares
|
$1.49 Million
1.35% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
3,541
shares
|
$1.48 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,539
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.09%
|