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 |
|---|---|---|---|---|---|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
1,431
shares
|
$601,277
0.54% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
1,429
shares
|
$600,437
0.08% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
1,424
shares
|
$598,336
0.46% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
1,409
shares
|
$592,033
0.37% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
1,409
shares
|
$592,033
0.46% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,408
shares
|
$591,613
0.08% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
1,401
shares
|
$588,672
0.41% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,395
shares
|
$586,151
0.14% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,395
shares
|
$586,151
0.41% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
1,394
shares
|
$585,730
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Thompson Davis & Co., Inc.
|
Jul 23, 2024 Q2 2024 |
1,394
shares
|
$585,730
0.55% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Avalon Advisory Group
Wexford, PA |
Aug 14, 2024 Q2 2024 |
1,381
shares
|
$580,268
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
1,377
shares
|
$578,587
0.3% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
1,370
shares
|
$575,646
0.24% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,369
shares
|
$575,226
0.17% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
1,364
shares
|
$573,125
0.16% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
1,362
shares
|
$572,285
0.19% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Fenimore Asset Management Inc
|
Aug 14, 2024 Q2 2024 |
1,359
shares
|
$571,024
0.01% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,357
shares
|
$570,184
0.62% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
1,356
shares
|
$569,764
0.34% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
1,353
shares
|
$568,503
0.28% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
1,348
shares
|
$566,402
0.13% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
1,343
shares
|
$564,301
0.17% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
1,342
shares
|
$563,881
0.17% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
1,334
shares
|
$560,520
0.39% of portfolio
|
Q2 2024
Reduced 0.37%
|