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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$934,060
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Retireful, LLC
|
Jul 31, 2024 Q2 2024 |
2,221
shares
|
$933,219
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
2,216
shares
|
$931,118
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,215
shares
|
$930,698
0.28% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,211
shares
|
$929,017
0.28% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
2,210
shares
|
$928,597
1.22% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
2,210
shares
|
$928,597
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Jul 26, 2024 Q2 2024 |
2,207
shares
|
$927,337
7.92% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,203
shares
|
$925,656
0.53% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,201
shares
|
$924,816
0.48% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2024 Q2 2024 |
2,200
shares
|
$924,396
0.18% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
2,200
shares
|
$924,396
0.79% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$919,774
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
2,187
shares
|
$918,933
0.34% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
2,187
shares
|
$918,933
0.19% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,186
shares
|
$918,513
0.19% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
2,185
shares
|
$918,093
0.53% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Quaker Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
2,183
shares
|
$917,252
0.37% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,178
shares
|
$915,152
0.32% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
2,174
shares
|
$913,471
0.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 07, 2024 Q2 2024 |
2,174
shares
|
$913,471
0.77% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
2,173
shares
|
$913,051
0.3% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
2,170
shares
|
$911,790
0.34% of portfolio
|
Q2 2024
Added 8.23%
|
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
2,169
shares
|
$911,370
0.33% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
2,161
shares
|
$908,008
0.48% of portfolio
|
Q3 2024
Added 0.05%
|