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 |
|---|---|---|---|---|---|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,218
shares
|
$1.35 Million
4.52% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
3,215
shares
|
$1.35 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.35 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
3,208
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,203
shares
|
$1.34 Million
0.82% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,201
shares
|
$1.34 Million
0.77% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
3,198
shares
|
$1.34 Million
1.12% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
3,193
shares
|
$1.34 Million
0.58% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.34 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
3,174
shares
|
$1.33 Million
1.01% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
3,173
shares
|
$1.33 Million
0.88% of portfolio
|
Q3 2024
Added 33.43%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
3,173
shares
|
$1.33 Million
0.81% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,169
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2023
Reduced 20.18%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
3,168
shares
|
$1.33 Million
0.89% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,166
shares
|
$1.33 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,165
shares
|
$1.33 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,158
shares
|
$1.32 Million
0.75% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.32 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
3,152
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
3,144
shares
|
$1.32 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
3,143
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,142
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
3,137
shares
|
$1.31 Million
0.67% of portfolio
|
Q3 2024
Reduced 26.24%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
3,137
shares
|
$1.31 Million
0.3% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
3,134
shares
|
$1.31 Million
1.05% of portfolio
|
Q3 2024
Added 0.48%
|