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 |
|---|---|---|---|---|---|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
2,428
shares
|
$1.03 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
2,409
shares
|
$1.02 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
|
$1.02 Million
0.8% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
2,401
shares
|
$1.02 Million
0.71% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,391
shares
|
$1.01 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
2,382
shares
|
$1.01 Million
0.7% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,380
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
2,369
shares
|
$1 Million
0.88% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,360
shares
|
$998,256
0.26% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
2,352
shares
|
$994,872
0.42% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
2,346
shares
|
$992,334
0.29% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$991,065
0.15% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,339
shares
|
$989,373
0.62% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,338
shares
|
$988,950
0.36% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$987,258
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,332
shares
|
$986,412
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
2,328
shares
|
$984,720
0.86% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
2,325
shares
|
$983,451
0.38% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,316
shares
|
$979,644
0.25% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
2,315
shares
|
$979,221
0.5% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$978,798
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
2,312
shares
|
$977,952
0.38% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
2,311
shares
|
$977,529
0.64% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
2,308
shares
|
$976,260
0.34% of portfolio
|
Q3 2024
Reduced 2.12%
|