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 |
---|---|---|---|---|---|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
3,536
shares
|
$1.48 Million
0.6% of portfolio
|
Q3 2024
Added 0.8%
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$1.48 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.48 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,523
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Added 7.02%
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
3,522
shares
|
$1.47 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,518
shares
|
$1.47 Million
0.72% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
3,517
shares
|
$1.47 Million
1.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
3,511
shares
|
$1.47 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
3,508
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2024
Added 11.79%
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
3,502
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.47 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,495
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
3,489
shares
|
$1.46 Million
0.73% of portfolio
|
Q3 2024
Added 6.24%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.46 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
3,485
shares
|
$1.46 Million
0.56% of portfolio
|
Q2 2024
Reduced 59.91%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
3,481
shares
|
$1.46 Million
0.67% of portfolio
|
Q3 2024
Added 12.07%
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,478
shares
|
$1.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,475
shares
|
$1.46 Million
1.54% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,471
shares
|
$1.45 Million
1.58% of portfolio
|
Q2 2024
Added 82.3%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,469
shares
|
$1.45 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.45 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
3,463
shares
|
$1.45 Million
0.35% of portfolio
|
Q3 2024
Added 26.76%
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
3,455
shares
|
$1.45 Million
0.5% of portfolio
|
Q4 2023
Reduced 3.89%
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
3,439
shares
|
$1.44 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,434
shares
|
$1.44 Million
1.26% of portfolio
|
Q3 2024
Reduced 19.67%
|