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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
1,332
shares
|
$559,679
0.23% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,328
shares
|
$557,999
0.17% of portfolio
|
Q3 2024
Reduced 80.44%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,325
shares
|
$556,738
0.34% of portfolio
|
Q3 2023
Reduced 13.11%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
1,322
shares
|
$555,477
0.19% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
1,320
shares
|
$554,637
0.78% of portfolio
|
Q3 2024
Reduced 61.66%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,320
shares
|
$554,637
1.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,314
shares
|
$552,116
0.21% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$551,276
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
1,308
shares
|
$549,595
0.27% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$548,755
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$548,334
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
1,304
shares
|
$547,914
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
1,302
shares
|
$547,074
0.62% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
1,300
shares
|
$546,234
0.12% of portfolio
|
Q1 2024
Reduced 58.8%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,296
shares
|
$544,553
0.32% of portfolio
|
Q2 2024
Added 44.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
1,292
shares
|
$542,872
0.14% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,287
shares
|
$540,771
0.16% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Aug 08, 2024 Q2 2024 |
1,287
shares
|
$540,771
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
1,283
shares
|
$539,090
0.18% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,277
shares
|
$536,569
0.32% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,272
shares
|
$534,468
0.11% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
1,269
shares
|
$533,208
0.29% of portfolio
|
Q2 2024
Added 29.75%
|
|
|
Keating Investment Counselors Inc
|
Aug 06, 2024 Q2 2024 |
1,265
shares
|
$531,527
0.25% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$530,687
0.28% of portfolio
|
Q2 2023
New holding
|