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 |
|---|---|---|---|---|---|
|
Youngs Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
1,531
shares
|
$643,295
0.3% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$642,875
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 06, 2024 Q2 2024 |
1,528
shares
|
$642,035
0.46% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
1,525
shares
|
$640,774
0.21% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Raymond James Trust Co. Of Nh
|
Jul 25, 2024 Q2 2024 |
1,524
shares
|
$640,354
6.34% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
1,524
shares
|
$640,354
0.28% of portfolio
|
Q2 2024
Added 12.81%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$639,513
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
1,517
shares
|
$637,413
0.35% of portfolio
|
Q3 2024
Added 85.91%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,516
shares
|
$636,992
0.13% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
1,516
shares
|
$636,992
0.33% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$630,690
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
1,492
shares
|
$626,908
0.54% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,490
shares
|
$626,068
0.32% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
1,487
shares
|
$624,807
0.33% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,481
shares
|
$622,286
0.17% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
1,480
shares
|
$621,866
0.13% of portfolio
|
Q2 2024
Added 173.06%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
1,478
shares
|
$621,026
0.26% of portfolio
|
Q2 2024
Added 146.33%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
1,475
shares
|
$619,765
0.16% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
1,475
shares
|
$619,765
0.24% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
1,462
shares
|
$614,303
0.31% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,460
shares
|
$613,462
0.41% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
1,455
shares
|
$611,361
0.34% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 26, 2024 Q2 2024 |
1,435
shares
|
$602,958
0.36% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
1,434
shares
|
$602,538
0.23% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jul 31, 2024 Q2 2024 |
1,434
shares
|
$602,538
0.27% of portfolio
|
Q2 2024
Added 42.4%
|