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 |
|---|---|---|---|---|---|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 14, 2024 Q2 2024 |
1,948
shares
|
$818,510
0.57% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
1,939
shares
|
$814,729
0.44% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,936
shares
|
$813,468
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,931
shares
|
$811,367
0.16% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
1,929
shares
|
$810,527
0.39% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$801,283
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
1,906
shares
|
$800,863
0.85% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,906
shares
|
$800,863
0.54% of portfolio
|
Q2 2024
Added 34.23%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$799,602
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
1,897
shares
|
$797,081
0.2% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,893
shares
|
$795,400
0.28% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
1,890
shares
|
$794,140
0.58% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$791,619
0.38% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,883
shares
|
$791,198
0.16% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
1,880
shares
|
$789,938
0.26% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$788,677
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
1,871
shares
|
$786,156
0.35% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,870
shares
|
$785,736
0.26% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,869
shares
|
$785,316
0.11% of portfolio
|
Q4 2023
Reduced 2.86%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,868
shares
|
$784,896
0.58% of portfolio
|
Q2 2024
Added 6.14%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,864
shares
|
$783,215
0.38% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
1,863
shares
|
$782,795
0.48% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$781,114
0.39% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,854
shares
|
$779,013
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
1,850
shares
|
$777,333
0.49% of portfolio
|
Q3 2024
Added 6.44%
|