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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,455
shares
|
$1.03 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,451
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$1.03 Million
1.19% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,449
shares
|
$1.03 Million
1.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,444
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
2,440
shares
|
$1.02 Million
1.54% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,436
shares
|
$1.02 Million
0.45% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,434
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Added 74.48%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$1.02 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
2,428
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,418
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
2,409
shares
|
$1.01 Million
0.8% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,408
shares
|
$1.01 Million
0.8% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
2,401
shares
|
$1.01 Million
0.71% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,391
shares
|
$1 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
2,382
shares
|
$997,938
0.7% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,380
shares
|
$997,101
0.16% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,374
shares
|
$994,587
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
2,369
shares
|
$992,492
0.88% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,360
shares
|
$988,722
0.26% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
2,352
shares
|
$985,370
0.42% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$981,599
0.15% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,339
shares
|
$979,924
0.62% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,338
shares
|
$979,505
0.36% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$977,829
1.92% of portfolio
|
Q2 2023
Added 90.84%
|