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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
1,848
shares
|
$776,492
0.28% of portfolio
|
Q2 2024
Added 18.92%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Aug 12, 2024 Q2 2024 |
1,848
shares
|
$776,492
2.06% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,846
shares
|
$775,652
0.24% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
1,845
shares
|
$775,232
0.57% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,845
shares
|
$775,232
0.72% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,840
shares
|
$773,131
0.16% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
1,833
shares
|
$770,189
0.16% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$769,349
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 05, 2024 Q2 2024 |
1,830
shares
|
$768,929
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,808
shares
|
$759,685
0.61% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,804
shares
|
$758,004
0.8% of portfolio
|
Q1 2024
Reduced 40.77%
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Oct 25, 2024 Q3 2024 |
1,800
shares
|
$756,324
1.82% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
1,789
shares
|
$751,702
0.23% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
1,785
shares
|
$750,021
0.72% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,784
shares
|
$749,601
0.38% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,783
shares
|
$749,180
0.46% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
1,780
shares
|
$747,920
0.35% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
1,777
shares
|
$746,659
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
1,757
shares
|
$738,256
0.09% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
1,750
shares
|
$735,315
0.2% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
1,745
shares
|
$733,214
0.31% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
1,741
shares
|
$731,533
0.45% of portfolio
|
Q2 2024
Added 65.18%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,740
shares
|
$731,113
1.23% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
1,740
shares
|
$731,113
0.23% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
1,728
shares
|
$726,071
0.67% of portfolio
|
Q3 2024
Added 2.13%
|