Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 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 $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,478
shares
|
$1.48 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,475
shares
|
$1.48 Million
1.54% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Magnolia Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
3,471
shares
|
$1.48 Million
1.71% of portfolio
|
Q2 2024
Added 82.3%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,469
shares
|
$1.48 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
3,463
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
3,455
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2023
Reduced 3.89%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
3,445
shares
|
$1.47 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 15, 2024 Q2 2024 |
3,439
shares
|
$1.46 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,426
shares
|
$1.46 Million
0.75% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,418
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
3,410
shares
|
$1.45 Million
1.14% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
3,409
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
3,404
shares
|
$1.45 Million
0.43% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
3,401
shares
|
$1.45 Million
0.51% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
3,395
shares
|
$1.44 Million
1.16% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Diker Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,392
shares
|
$1.44 Million
1.35% of portfolio
|
Q3 2023
Reduced 5.57%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,388
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
3,388
shares
|
$1.44 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
3,386
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,385
shares
|
$1.44 Million
0.7% of portfolio
|
Q3 2024
Added 1438.64%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,385
shares
|
$1.44 Million
0.43% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
3,384
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
3,380
shares
|
$1.44 Million
0.85% of portfolio
|
Q2 2024
Added 276.81%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
3,375
shares
|
$1.44 Million
3.06% of portfolio
|
Q2 2024
Reduced 15.26%
|