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 $2.12 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,605
shares
|
$1.1 Million
0.7% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$1.1 Million
4.79% of portfolio
|
Q3 2024
Reduced 60.61%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
2,597
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,596
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,593
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,591
shares
|
$1.1 Million
0.88% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
2,590
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 80.45%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
2,574
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2024
Added 24.11%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$1.09 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,573
shares
|
$1.09 Million
0.64% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,573
shares
|
$1.09 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,569
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
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
|
$1.08 Million
0.3% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
2,554
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
2,553
shares
|
$1.08 Million
1.24% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
2,552
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,550
shares
|
$1.08 Million
0.54% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,547
shares
|
$1.08 Million
4.46% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
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%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
2,533
shares
|
$1.07 Million
2.48% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.07 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|