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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,036
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.27 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,017
shares
|
$1.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
3,016
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,012
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
3,012
shares
|
$1.26 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%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
2,996
shares
|
$1.25 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,995
shares
|
$1.25 Million
0.57% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
2,983
shares
|
$1.25 Million
2.8% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
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
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
2,970
shares
|
$1.24 Million
1.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,969
shares
|
$1.24 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%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2024
Added 476.41%
|
|
|
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%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$1.24 Million
0.65% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.23 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
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%
|