Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,439
shares
|
$1.86 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$1.86 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,432
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
4,431
shares
|
$1.86 Million
1.26% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
4,424
shares
|
$1.85 Million
1.68% of portfolio
|
Q3 2024
Reduced 83.76%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,424
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,422
shares
|
$1.85 Million
0.2% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
4,416
shares
|
$1.85 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
4,404
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
4,403
shares
|
$1.84 Million
1.61% of portfolio
|
Q3 2024
Added 27.25%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
4,400
shares
|
$1.84 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
4,395
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
4,389
shares
|
$1.84 Million
0.73% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
4,386
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$1.83 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,370
shares
|
$1.83 Million
0.79% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
4,367
shares
|
$1.83 Million
3.8% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
4,360
shares
|
$1.83 Million
0.95% of portfolio
|
Q3 2024
Added 62.08%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
4,355
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
0.56% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
1.17% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
4,352
shares
|
$1.82 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
4,350
shares
|
$1.82 Million
0.7% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,348
shares
|
$1.82 Million
0.61% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,344
shares
|
$1.82 Million
1.13% of portfolio
|
Q3 2024
Added 18.62%
|