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 |
|---|---|---|---|---|---|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$541,685
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$540,446
0.24% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$539,208
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$538,795
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
1,304
shares
|
$538,382
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
1,303
shares
|
$537,969
0.29% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
1,302
shares
|
$537,556
0.62% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
1,300
shares
|
$536,731
0.12% of portfolio
|
Q1 2024
Reduced 58.8%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$536,731
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,296
shares
|
$535,079
0.32% of portfolio
|
Q2 2024
Added 44.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
1,290
shares
|
$532,602
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,287
shares
|
$531,363
0.16% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
1,283
shares
|
$529,712
0.18% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,277
shares
|
$527,234
0.32% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,275
shares
|
$526,409
0.32% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,272
shares
|
$525,170
0.11% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
1,265
shares
|
$522,280
0.22% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$521,454
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
1,262
shares
|
$521,041
0.33% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,259
shares
|
$519,803
0.29% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
1,257
shares
|
$518,977
0.3% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$518,151
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$516,087
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,247
shares
|
$514,848
0.44% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$514,848
5.55% of portfolio
|
Q3 2024
Added 6.95%
|