Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,841 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 $2.09 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$678,876
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,628
shares
|
$678,876
0.48% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,624
shares
|
$677,208
0.29% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
1,622
shares
|
$676,374
0.14% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
1,621
shares
|
$675,957
0.45% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$675,540
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
1,603
shares
|
$668,451
0.1% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
1,602
shares
|
$668,034
0.25% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
1,601
shares
|
$667,617
0.29% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$667,200
0.24% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
1,595
shares
|
$665,115
0.39% of portfolio
|
Q1 2024
Reduced 20.17%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$663,030
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
1,585
shares
|
$660,945
0.56% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
1,581
shares
|
$659,277
0.52% of portfolio
|
Q3 2024
Added 174.0%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$654,690
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$654,690
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
1,566
shares
|
$653,022
0.19% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$649,269
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
1,546
shares
|
$644,682
0.5% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
1,538
shares
|
$641,346
0.51% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,537
shares
|
$640,929
0.41% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$638,010
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
1,524
shares
|
$635,508
0.28% of portfolio
|
Q2 2024
Added 12.81%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$634,674
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
1,517
shares
|
$632,589
0.35% of portfolio
|
Q3 2024
Added 85.91%
|