Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,841 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 $2.09 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,840
shares
|
$770,573
0.16% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
1,833
shares
|
$767,642
0.16% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$766,804
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$765,966
0.25% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,808
shares
|
$757,172
0.61% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,804
shares
|
$755,497
0.8% of portfolio
|
Q1 2024
Reduced 40.77%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$753,822
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Oct 25, 2024 Q3 2024 |
1,800
shares
|
$753,822
1.82% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
1,789
shares
|
$749,215
0.23% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
1,786
shares
|
$747,958
0.2% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
1,785
shares
|
$747,540
0.72% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,784
shares
|
$747,121
0.38% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,783
shares
|
$746,702
0.46% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
1,780
shares
|
$745,446
0.35% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
1,777
shares
|
$744,189
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
1,757
shares
|
$735,814
0.09% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
1,745
shares
|
$730,788
0.31% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,740
shares
|
$728,694
1.23% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
1,729
shares
|
$724,087
0.47% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,729
shares
|
$724,087
0.58% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
1,728
shares
|
$723,669
0.67% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,721
shares
|
$720,737
0.3% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
1,719
shares
|
$719,900
0.54% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,718
shares
|
$719,481
0.39% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
1,711
shares
|
$716,549
0.87% of portfolio
|
Q2 2024
Reduced 32.95%
|