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 $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
1,516
shares
|
$625,910
0.33% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$622,607
0.34% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$619,717
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$619,305
0.2% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,493
shares
|
$616,414
0.13% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
1,492
shares
|
$616,002
0.54% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,492
shares
|
$616,002
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,490
shares
|
$615,176
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
|
$613,937
0.33% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,483
shares
|
$612,286
0.03% of portfolio
|
Q3 2024
Reduced 58.64%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
1,480
shares
|
$611,047
0.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
1,475
shares
|
$608,983
0.16% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,475
shares
|
$608,983
0.21% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
1,462
shares
|
$603,615
0.31% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,461
shares
|
$603,203
0.51% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,460
shares
|
$602,790
0.41% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
1,455
shares
|
$600,725
0.34% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Fenimore Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,453
shares
|
$599,900
0.01% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,449
shares
|
$598,248
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
1,434
shares
|
$592,055
0.23% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
1,431
shares
|
$590,816
0.54% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
1,429
shares
|
$589,991
0.08% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
1,427
shares
|
$589,165
0.21% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
1,424
shares
|
$587,926
0.46% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
1,409
shares
|
$581,733
0.37% of portfolio
|
Q3 2024
Reduced 0.7%
|