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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$666,130
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
1,585
shares
|
$664,035
0.56% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
1,581
shares
|
$662,359
0.52% of portfolio
|
Q3 2024
Added 174.0%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$657,751
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$657,751
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,567
shares
|
$656,494
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
1,566
shares
|
$656,075
0.19% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$652,305
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
1,546
shares
|
$647,696
0.5% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
1,538
shares
|
$644,345
0.51% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,537
shares
|
$643,926
0.41% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$640,993
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
1,524
shares
|
$638,479
0.28% of portfolio
|
Q2 2024
Added 12.81%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$637,641
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
1,517
shares
|
$635,547
0.35% of portfolio
|
Q3 2024
Added 85.91%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,516
shares
|
$635,128
0.13% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
1,516
shares
|
$635,128
0.33% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$631,776
0.34% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$628,843
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$628,425
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,493
shares
|
$625,492
0.13% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
1,492
shares
|
$625,073
0.54% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,492
shares
|
$625,073
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,490
shares
|
$624,235
0.32% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,487
shares
|
$622,978
0.33% of portfolio
|
Q3 2024
Reduced 1.72%
|