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 |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
2,970
shares
|
$1.25 Million
1.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,969
shares
|
$1.25 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
2,961
shares
|
$1.24 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
2,955
shares
|
$1.24 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
2,955
shares
|
$1.24 Million
1.39% of portfolio
|
Q2 2024
New holding
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.24 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
2,931
shares
|
$1.23 Million
0.58% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
2,927
shares
|
$1.23 Million
1.13% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
2,920
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 14, 2024 Q2 2024 |
2,918
shares
|
$1.23 Million
2.98% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,914
shares
|
$1.22 Million
1.16% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
2,908
shares
|
$1.22 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,898
shares
|
$1.22 Million
0.25% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Flower City Capital
|
Oct 15, 2024 Q3 2024 |
2,897
shares
|
$1.22 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
2,895
shares
|
$1.22 Million
0.59% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Verdad Advisers, LP
Boston, MA |
Aug 06, 2024 Q2 2024 |
2,863
shares
|
$1.2 Million
1.48% of portfolio
|
Q2 2024
Added 78.83%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,861
shares
|
$1.2 Million
0.74% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,852
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
2,849
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
2,846
shares
|
$1.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,839
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
2,822
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Absolute Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
2,821
shares
|
$1.19 Million
0.76% of portfolio
|
Q2 2024
Added 164.63%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
2,810
shares
|
$1.18 Million
0.25% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
2,800
shares
|
$1.18 Million
3.12% of portfolio
|
Q3 2024
Added 9.8%
|