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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$972,296
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
2,312
shares
|
$971,456
0.38% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
2,311
shares
|
$971,035
0.64% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
2,308
shares
|
$969,775
0.34% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,300
shares
|
$966,414
0.82% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
2,300
shares
|
$966,414
0.8% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Aug 13, 2024 Q2 2024 |
2,300
shares
|
$966,414
0.73% of portfolio
|
Q2 2024
Reduced 20.91%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
2,291
shares
|
$962,632
0.77% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
2,284
shares
|
$959,691
0.68% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
2,281
shares
|
$958,430
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,280
shares
|
$958,010
0.09% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
2,278
shares
|
$957,170
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,272
shares
|
$954,648
0.62% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 09, 2024 Q2 2024 |
2,268
shares
|
$952,968
0.06% of portfolio
|
Q2 2024
Added 6.28%
|
|
|
Chiron Capital Management, LLC
|
Aug 08, 2024 Q2 2024 |
2,266
shares
|
$952,127
0.98% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
2,262
shares
|
$950,447
0.68% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
2,258
shares
|
$948,766
0.17% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 07, 2024 Q2 2024 |
2,251
shares
|
$945,825
0.69% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Arnhold LLC
|
Aug 01, 2024 Q2 2024 |
2,250
shares
|
$945,405
0.11% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
2,249
shares
|
$944,984
1.29% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
2,249
shares
|
$944,984
0.41% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Esg Planning
Santa Clara, CA |
Jul 30, 2024 Q2 2024 |
2,243
shares
|
$942,463
1.0% of portfolio
|
Q2 2024
Added 130.52%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
2,240
shares
|
$941,203
0.87% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,233
shares
|
$938,261
0.76% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
2,224
shares
|
$934,480
0.26% of portfolio
|
Q3 2024
Added 22.74%
|