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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
2,073
shares
|
$871,033
0.46% of portfolio
|
Q3 2023
Added 100.29%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,071
shares
|
$870,192
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
2,070
shares
|
$869,772
0.68% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
2,064
shares
|
$867,251
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Galibier Capital Management Ltd.
|
Oct 25, 2024 Q3 2024 |
2,058
shares
|
$864,730
0.22% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$864,310
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,052
shares
|
$862,209
0.21% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 06, 2024 Q3 2024 |
2,044
shares
|
$858,847
16.32% of portfolio
|
Q4 2021
New holding
|
|
|
St. Louis Trust CO
|
Jul 30, 2024 Q2 2024 |
2,040
shares
|
$857,167
0.14% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,037
shares
|
$855,906
0.51% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
2,033
shares
|
$854,225
0.12% of portfolio
|
Q2 2024
Reduced 94.2%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
2,023
shares
|
$850,024
0.54% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
2,004
shares
|
$842,040
0.15% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,001
shares
|
$840,780
0.25% of portfolio
|
Q3 2024
Added 148.88%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$840,360
0.07% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,990
shares
|
$836,158
0.62% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$834,057
0.37% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
1,985
shares
|
$834,057
0.34% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,983
shares
|
$833,216
0.72% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
1,981
shares
|
$832,376
0.61% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,980
shares
|
$831,956
0.17% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
1,979
shares
|
$831,536
0.62% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Allie Family Office LLC
|
Aug 12, 2024 Q2 2024 |
1,965
shares
|
$825,653
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,961
shares
|
$823,972
0.34% of portfolio
|
Q3 2024
Added 210.28%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$821,451
0.18% of portfolio
|
Q2 2024
Added 1.61%
|