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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
3,846
shares
|
$1.61 Million
0.94% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,840
shares
|
$1.61 Million
2.47% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,828
shares
|
$1.6 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,828
shares
|
$1.6 Million
0.69% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
3,823
shares
|
$1.6 Million
0.78% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,810
shares
|
$1.6 Million
1.11% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,794
shares
|
$1.59 Million
0.84% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
3,788
shares
|
$1.59 Million
0.37% of portfolio
|
Q2 2024
Reduced 8.55%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,784
shares
|
$1.59 Million
1.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.58 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.58 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,756
shares
|
$1.57 Million
1.18% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,742
shares
|
$1.57 Million
1.73% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$1.57 Million
0.94% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
3,737
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
3,724
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,723
shares
|
$1.56 Million
1.38% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,720
shares
|
$1.56 Million
1.27% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,715
shares
|
$1.56 Million
0.97% of portfolio
|
Q3 2024
Added 31.69%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
3,714
shares
|
$1.56 Million
0.23% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
3,713
shares
|
$1.56 Million
0.97% of portfolio
|
Q3 2024
Reduced 24.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,713
shares
|
$1.56 Million
0.82% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.55 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
3,709
shares
|
$1.55 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.24%
|