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 |
|---|---|---|---|---|---|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
3,072
shares
|
$1.29 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,067
shares
|
$1.28 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
3,062
shares
|
$1.28 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,054
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
3,053
shares
|
$1.28 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
3,051
shares
|
$1.28 Million
0.72% of portfolio
|
Q3 2024
Reduced 91.69%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
3,050
shares
|
$1.28 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
3,046
shares
|
$1.28 Million
1.3% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
3,039
shares
|
$1.27 Million
0.57% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,039
shares
|
$1.27 Million
3.23% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,036
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.27 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,017
shares
|
$1.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
3,016
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,012
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
3,012
shares
|
$1.26 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2024 Q3 2024 |
3,006
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$1.26 Million
10.39% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.26 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
2,996
shares
|
$1.26 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,995
shares
|
$1.25 Million
0.57% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
2,983
shares
|
$1.25 Million
2.8% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,975
shares
|
$1.25 Million
0.82% of portfolio
|
Q4 2022
New holding
|