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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,426
shares
|
$1.43 Million
0.75% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
3,418
shares
|
$1.43 Million
0.56% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
3,410
shares
|
$1.43 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
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
3,408
shares
|
$1.43 Million
0.85% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
3,404
shares
|
$1.43 Million
0.43% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
3,401
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
3,395
shares
|
$1.42 Million
1.16% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,392
shares
|
$1.42 Million
1.28% of portfolio
|
Q3 2023
Reduced 5.57%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,388
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
3,388
shares
|
$1.42 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
3,386
shares
|
$1.42 Million
0.26% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,385
shares
|
$1.42 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
|
$1.42 Million
0.43% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,375
shares
|
$1.41 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
3,375
shares
|
$1.41 Million
3.06% of portfolio
|
Q2 2024
Reduced 15.26%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
3,371
shares
|
$1.41 Million
0.33% of portfolio
|
Q3 2024
Added 47.98%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,369
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
3,369
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
3,363
shares
|
$1.41 Million
0.82% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
3,362
shares
|
$1.41 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
3,351
shares
|
$1.4 Million
1.12% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
3,349
shares
|
$1.4 Million
0.96% of portfolio
|
Q2 2024
Added 11.78%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
3,340
shares
|
$1.4 Million
0.78% of portfolio
|
Q3 2024
Added 0.03%
|