Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,843 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,302
shares
|
$964,054
0.28% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,300
shares
|
$963,217
0.82% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$963,217
0.71% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
2,291
shares
|
$959,447
0.77% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
2,290
shares
|
$959,029
0.53% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
2,284
shares
|
$956,516
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
|
$955,259
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,280
shares
|
$954,841
0.09% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
2,262
shares
|
$947,302
0.68% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,253
shares
|
$943,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$942,696
0.58% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
2,250
shares
|
$942,277
0.1% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$942,277
0.08% of portfolio
|
Q3 2024
Added 176.41%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
2,249
shares
|
$941,858
1.29% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
2,249
shares
|
$941,858
0.41% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,248
shares
|
$941,439
0.55% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
2,240
shares
|
$938,089
0.87% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,233
shares
|
$935,158
0.76% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
2,224
shares
|
$931,388
0.26% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$930,970
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
2,216
shares
|
$928,038
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,215
shares
|
$927,619
0.28% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,211
shares
|
$925,944
0.28% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
2,210
shares
|
$925,525
1.22% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
2,210
shares
|
$925,525
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|