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 |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
3,166
shares
|
$1.33 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,165
shares
|
$1.33 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,158
shares
|
$1.32 Million
0.75% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.32 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
3,152
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
3,144
shares
|
$1.32 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
3,143
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
3,143
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,142
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
3,137
shares
|
$1.31 Million
0.3% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
3,134
shares
|
$1.31 Million
1.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,119
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,118
shares
|
$1.31 Million
0.86% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
3,117
shares
|
$1.31 Million
0.53% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,115
shares
|
$1.31 Million
0.64% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
3,108
shares
|
$1.3 Million
0.78% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.3 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.3 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.29 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,088
shares
|
$1.29 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
3,088
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,086
shares
|
$1.29 Million
0.86% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,080
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
3,075
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.15%
|