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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
2,607
shares
|
$1.1 Million
0.76% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,605
shares
|
$1.09 Million
0.6% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
2,597
shares
|
$1.09 Million
0.74% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,593
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,591
shares
|
$1.09 Million
0.88% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,586
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
2,576
shares
|
$1.08 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
2,574
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2024
Added 24.11%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$1.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,573
shares
|
$1.08 Million
0.64% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
2,571
shares
|
$1.08 Million
0.74% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
America First Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
2,569
shares
|
$1.08 Million
0.31% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 26, 2024 Q2 2024 |
2,568
shares
|
$1.08 Million
0.88% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
2,559
shares
|
$1.08 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
2,556
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
2,554
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
2,552
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,550
shares
|
$1.07 Million
0.54% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
2,541
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Carmel Capital Management L.L.C.
|
Oct 17, 2024 Q3 2024 |
2,539
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,535
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.06 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
2,529
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2024
Added 67.04%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
2,526
shares
|
$1.06 Million
0.96% of portfolio
|
Q3 2024
Added 1.28%
|