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 |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
2,920
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
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%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
2,907
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,898
shares
|
$1.21 Million
0.25% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Flower City Capital
|
Oct 15, 2024 Q3 2024 |
2,897
shares
|
$1.21 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$1.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,873
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
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%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
2,857
shares
|
$1.2 Million
1.28% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,852
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
2,846
shares
|
$1.19 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
2,842
shares
|
$1.19 Million
0.56% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,840
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,839
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
2,832
shares
|
$1.19 Million
0.8% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
2,822
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
2,800
shares
|
$1.17 Million
3.12% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,796
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
2,795
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
2,793
shares
|
$1.17 Million
0.57% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
2,791
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,767
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,762
shares
|
$1.16 Million
1.07% of portfolio
|
Q3 2024
Added 4.19%
|