Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 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 $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,796
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
2,793
shares
|
$1.17 Million
0.57% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
2,791
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,767
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,762
shares
|
$1.16 Million
1.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,758
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
2,752
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
2,747
shares
|
$1.15 Million
0.51% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
2,731
shares
|
$1.15 Million
1.41% of portfolio
|
Q3 2024
Reduced 79.85%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 08, 2024 Q2 2024 |
2,729
shares
|
$1.15 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
2,728
shares
|
$1.15 Million
0.72% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2024 Q2 2024 |
2,725
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
2,723
shares
|
$1.14 Million
1.67% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.14 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,714
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2024 Q2 2024 |
2,707
shares
|
$1.14 Million
0.81% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
2,704
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,702
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,701
shares
|
$1.13 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Independent Family Office, LLC
|
Aug 14, 2024 Q2 2024 |
2,690
shares
|
$1.13 Million
0.69% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
2,688
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
2,681
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,679
shares
|
$1.13 Million
0.74% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,678
shares
|
$1.13 Million
1.05% of portfolio
|
Q3 2024
Reduced 4.39%
|