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 |
|---|---|---|---|---|---|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Aug 14, 2024 Q2 2024 |
1,262
shares
|
$530,267
0.46% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,259
shares
|
$529,006
0.29% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
1,257
shares
|
$528,166
0.3% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$527,325
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,247
shares
|
$523,964
0.44% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
1,240
shares
|
$521,023
0.4% of portfolio
|
Q2 2024
Added 8.96%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
1,240
shares
|
$521,023
0.13% of portfolio
|
Q3 2024
Added 30.66%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 12, 2024 Q2 2024 |
1,236
shares
|
$519,342
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,235
shares
|
$518,922
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
1,231
shares
|
$517,241
0.45% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
1,227
shares
|
$515,560
0.32% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
1,226
shares
|
$515,140
0.34% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$512,619
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$511,779
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
1,218
shares
|
$511,779
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$510,938
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
1,215
shares
|
$510,518
0.14% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,212
shares
|
$509,258
0.3% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$507,157
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,204
shares
|
$505,896
0.17% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,200
shares
|
$504,216
0.99% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Aug 05, 2024 Q2 2024 |
1,199
shares
|
$503,795
0.27% of portfolio
|
Q2 2024
Added 20.26%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,193
shares
|
$501,274
0.08% of portfolio
|
Q2 2024
Added 41.69%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
1,193
shares
|
$501,274
0.37% of portfolio
|
Q3 2024
Reduced 54.17%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
1,193
shares
|
$501,274
0.37% of portfolio
|
Q3 2024
Reduced 1.65%
|