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 |
|---|---|---|---|---|---|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
2,761
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,758
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
2,747
shares
|
$1.15 Million
0.51% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.15 Million
0.43% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
2,731
shares
|
$1.14 Million
1.41% of portfolio
|
Q3 2024
Reduced 79.85%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
2,728
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
2,723
shares
|
$1.14 Million
1.67% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.14 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,714
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
2,706
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
2,704
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,702
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,701
shares
|
$1.13 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
2,688
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
2,681
shares
|
$1.12 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,679
shares
|
$1.12 Million
0.74% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,678
shares
|
$1.12 Million
1.05% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
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%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
2,670
shares
|
$1.12 Million
0.67% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
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%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
2,665
shares
|
$1.12 Million
0.81% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
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
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.89%
|