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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,119
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,118
shares
|
$1.31 Million
0.86% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
3,117
shares
|
$1.31 Million
0.53% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,115
shares
|
$1.3 Million
0.64% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
3,108
shares
|
$1.3 Million
0.78% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.3 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.3 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.29 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,088
shares
|
$1.29 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
3,088
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,086
shares
|
$1.29 Million
0.86% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,080
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
3,075
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
3,072
shares
|
$1.29 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,067
shares
|
$1.28 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
3,062
shares
|
$1.28 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%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
3,039
shares
|
$1.27 Million
0.57% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,039
shares
|
$1.27 Million
3.23% of portfolio
|
Q3 2024
Reduced 26.15%
|