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 |
|---|---|---|---|---|---|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
2,616
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,612
shares
|
$1.09 Million
0.64% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$1.09 Million
0.57% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,609
shares
|
$1.09 Million
1.01% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
2,607
shares
|
$1.09 Million
0.76% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
2,607
shares
|
$1.09 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,605
shares
|
$1.09 Million
0.6% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,605
shares
|
$1.09 Million
0.7% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$1.09 Million
4.79% of portfolio
|
Q3 2024
Reduced 60.61%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
2,597
shares
|
$1.09 Million
0.74% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,596
shares
|
$1.09 Million
0.39% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
2,593
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,591
shares
|
$1.09 Million
0.88% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
2,590
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2024
Reduced 80.45%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
2,574
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2024
Added 24.11%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
2,573
shares
|
$1.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,573
shares
|
$1.08 Million
0.64% of portfolio
|
Q3 2024
Added 25.39%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,573
shares
|
$1.08 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,569
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
2,569
shares
|
$1.08 Million
0.6% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
2,559
shares
|
$1.07 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
2,556
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
2,554
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2024
Added 11.24%
|