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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
2,157
shares
|
$903,675
0.87% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
2,154
shares
|
$902,418
0.61% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
2,137
shares
|
$895,296
0.37% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,136
shares
|
$894,877
0.32% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
2,135
shares
|
$894,458
0.41% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
2,130
shares
|
$892,363
0.53% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,124
shares
|
$889,849
0.16% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
2,122
shares
|
$889,011
0.21% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
2,109
shares
|
$883,565
0.61% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
2,107
shares
|
$882,727
0.69% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
2,106
shares
|
$882,308
0.63% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
2,097
shares
|
$878,538
0.54% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
2,087
shares
|
$874,348
0.36% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,086
shares
|
$873,929
0.18% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
2,085
shares
|
$873,510
0.36% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
2,083
shares
|
$872,672
0.42% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,082
shares
|
$872,253
0.44% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,079
shares
|
$870,997
0.38% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,074
shares
|
$868,902
0.12% of portfolio
|
Q4 2022
Added 21.22%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
2,073
shares
|
$868,483
0.4% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,071
shares
|
$867,645
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
2,070
shares
|
$867,226
0.68% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
2,067
shares
|
$865,969
0.41% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,067
shares
|
$865,969
0.41% of portfolio
|
Q3 2024
Added 72.39%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
2,064
shares
|
$864,712
0.39% of portfolio
|
Q3 2024
New holding
|