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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,340
shares
|
$1.82 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
4,314
shares
|
$1.81 Million
0.72% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,314
shares
|
$1.81 Million
0.93% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,312
shares
|
$1.81 Million
1.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
4,300
shares
|
$1.8 Million
1.22% of portfolio
|
Q4 2022
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,299
shares
|
$1.8 Million
1.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,295
shares
|
$1.8 Million
2.55% of portfolio
|
Q4 2023
Added 12.64%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$1.8 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
4,291
shares
|
$1.8 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,269
shares
|
$1.79 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
4,268
shares
|
$1.79 Million
1.19% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,266
shares
|
$1.79 Million
1.63% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
4,265
shares
|
$1.79 Million
1.11% of portfolio
|
Q4 2023
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,252
shares
|
$1.78 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,239
shares
|
$1.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Bridger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,230
shares
|
$1.77 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
4,225
shares
|
$1.77 Million
1.4% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
4,218
shares
|
$1.77 Million
1.32% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
4,215
shares
|
$1.77 Million
6.93% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,211
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
4,211
shares
|
$1.76 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
4,205
shares
|
$1.76 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,199
shares
|
$1.76 Million
0.85% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$1.76 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
4,193
shares
|
$1.76 Million
1.2% of portfolio
|
Q3 2024
Added 86.94%
|