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 |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
2,674
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
2,667
shares
|
$1.12 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Foundry Partners, LLC
|
Aug 05, 2024 Q2 2024 |
2,665
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
2,663
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,662
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
2,662
shares
|
$1.12 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
2,659
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,659
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,659
shares
|
$1.12 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,657
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
2,653
shares
|
$1.11 Million
0.92% of portfolio
|
Q3 2022
Added 6.67%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,653
shares
|
$1.11 Million
0.59% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
2,646
shares
|
$1.11 Million
1.08% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
2,646
shares
|
$1.11 Million
0.75% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
2,644
shares
|
$1.11 Million
0.79% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Oct 04, 2024 Q3 2024 |
2,642
shares
|
$1.11 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fortune 45 LLC
|
Jul 30, 2024 Q2 2024 |
2,641
shares
|
$1.11 Million
0.9% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
2,636
shares
|
$1.11 Million
1.46% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Aug 07, 2024 Q2 2024 |
2,636
shares
|
$1.11 Million
0.53% of portfolio
|
Q4 2023
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,625
shares
|
$1.1 Million
0.93% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,622
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2024 Q2 2024 |
2,618
shares
|
$1.1 Million
0.53% of portfolio
|
Q2 2024
Added 323.62%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,612
shares
|
$1.1 Million
0.64% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
2,612
shares
|
$1.1 Million
0.49% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
2,609
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.88%
|