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 |
|---|---|---|---|---|---|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,339
shares
|
$1.4 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
3,324
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
Added 164.86%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,312
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,310
shares
|
$1.39 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
3,304
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
3,299
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
3,296
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.38 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,286
shares
|
$1.38 Million
0.65% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.37 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
3,278
shares
|
$1.37 Million
1.09% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.37 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$1.37 Million
1.2% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
3,257
shares
|
$1.36 Million
0.92% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
3,255
shares
|
$1.36 Million
0.72% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$1.36 Million
0.7% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,245
shares
|
$1.36 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,244
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.36 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
3,237
shares
|
$1.36 Million
0.77% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
3,237
shares
|
$1.36 Million
1.37% of portfolio
|
Q3 2024
Reduced 60.82%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
3,232
shares
|
$1.35 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
3,229
shares
|
$1.35 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
3,223
shares
|
$1.35 Million
1.0% of portfolio
|
Q3 2024
Reduced 36.24%
|