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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,067
shares
|
$1.29 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
3,062
shares
|
$1.29 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,054
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
3,053
shares
|
$1.28 Million
1.18% of portfolio
|
Q3 2024
Reduced 43.12%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
3,053
shares
|
$1.28 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,051
shares
|
$1.28 Million
0.72% of portfolio
|
Q3 2024
Reduced 91.69%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
3,050
shares
|
$1.28 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
3,046
shares
|
$1.28 Million
1.3% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
3,043
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
3,039
shares
|
$1.28 Million
0.57% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,039
shares
|
$1.28 Million
3.23% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,036
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.28 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,017
shares
|
$1.27 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Mas Advisors LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
3,013
shares
|
$1.27 Million
3.21% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
3,012
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2024 Q3 2024 |
3,006
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$1.26 Million
10.39% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.26 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
2,997
shares
|
$1.26 Million
0.42% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,995
shares
|
$1.26 Million
0.57% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
2,982
shares
|
$1.25 Million
0.52% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,975
shares
|
$1.25 Million
0.82% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
2,972
shares
|
$1.25 Million
0.9% of portfolio
|
Q2 2024
Added 7.29%
|