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 |
|---|---|---|---|---|---|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
2,526
shares
|
$1.07 Million
0.96% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,525
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
2,523
shares
|
$1.07 Million
0.58% of portfolio
|
Q3 2024
Added 317.72%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
2,514
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
2,513
shares
|
$1.06 Million
5.48% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,505
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
2,503
shares
|
$1.06 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,496
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
2,487
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,481
shares
|
$1.05 Million
1.71% of portfolio
|
Q3 2024
Reduced 20.86%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
2,475
shares
|
$1.05 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
2,475
shares
|
$1.05 Million
1.29% of portfolio
|
Q3 2023
Reduced 11.83%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
2,464
shares
|
$1.04 Million
0.33% of portfolio
|
Q3 2024
Added 162.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,463
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2024
Added 61.93%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2,460
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 78.78%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,455
shares
|
$1.04 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,451
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$1.04 Million
1.19% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,449
shares
|
$1.04 Million
1.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,444
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
2,440
shares
|
$1.03 Million
1.54% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,436
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,434
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2024
Added 74.48%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$1.03 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.16%
|