Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,799 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.18 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yost Capital Management, LP
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
3,970
shares
|
$1.69 Million
3.96% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,965
shares
|
$1.69 Million
1.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Rinkey Investments
San Diego, CA |
Jul 31, 2024 Q2 2024 |
3,959
shares
|
$1.68 Million
0.64% of portfolio
|
Q1 2024
Added 3.4%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,954
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
3,946
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,945
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,942
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,934
shares
|
$1.67 Million
0.58% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
3,920
shares
|
$1.67 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,907
shares
|
$1.66 Million
1.2% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,902
shares
|
$1.66 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,896
shares
|
$1.66 Million
0.44% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.65 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Jat Capital Mgmt LP
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
3,870
shares
|
$1.65 Million
0.22% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,867
shares
|
$1.65 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
3,865
shares
|
$1.64 Million
0.79% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
3,851
shares
|
$1.64 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.64 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
3,846
shares
|
$1.64 Million
0.94% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.63 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
3,834
shares
|
$1.63 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,828
shares
|
$1.63 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.1%
|