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 |
|---|---|---|---|---|---|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
2,662
shares
|
$1.11 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
2,659
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,659
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,659
shares
|
$1.11 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,659
shares
|
$1.11 Million
0.63% of portfolio
|
Q3 2024
Added 410.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,657
shares
|
$1.11 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
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
2,636
shares
|
$1.1 Million
1.46% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,634
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
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.
|
Nov 14, 2024 Q3 2024 |
2,618
shares
|
$1.1 Million
0.52% of portfolio
|
Q2 2024
Added 323.62%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
2,616
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,612
shares
|
$1.09 Million
0.64% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$1.09 Million
0.57% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,609
shares
|
$1.09 Million
1.01% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
2,607
shares
|
$1.09 Million
0.76% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
2,607
shares
|
$1.09 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|