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 |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
Jul 30, 2024 Q2 2024 |
2,430
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
2,428
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
2,425
shares
|
$1.02 Million
1.07% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
2,421
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
2,421
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,418
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Jul 26, 2024 Q2 2024 |
2,411
shares
|
$1.01 Million
3.14% of portfolio
|
Q2 2024
Reduced 51.82%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
2,409
shares
|
$1.01 Million
0.8% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,408
shares
|
$1.01 Million
0.8% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Aug 14, 2024 Q2 2024 |
2,407
shares
|
$1.01 Million
0.85% of portfolio
|
Q2 2024
Reduced 33.31%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
2,401
shares
|
$1.01 Million
0.71% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2024 Q2 2024 |
2,399
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
2,382
shares
|
$1 Million
0.7% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,380
shares
|
$1 Million
0.17% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 09, 2024 Q2 2024 |
2,378
shares
|
$999,188
0.75% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
2,369
shares
|
$995,406
0.88% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,360
shares
|
$991,624
0.26% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 13, 2024 Q2 2024 |
2,356
shares
|
$989,944
0.4% of portfolio
|
Q1 2024
Added 3.2%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
2,352
shares
|
$988,263
0.42% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
2,346
shares
|
$985,742
0.52% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
2,346
shares
|
$985,742
0.29% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,338
shares
|
$982,380
0.36% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$980,700
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,332
shares
|
$979,859
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
2,328
shares
|
$978,179
0.86% of portfolio
|
Q3 2024
Added 12.46%
|