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 |
|---|---|---|---|---|---|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,187
shares
|
$498,753
0.02% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 14, 2024 Q2 2024 |
1,182
shares
|
$496,652
0.31% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$493,711
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
1,174
shares
|
$493,291
0.27% of portfolio
|
Q3 2024
Added 52.67%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,166
shares
|
$489,929
1.82% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
1,165
shares
|
$489,509
0.29% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
1,162
shares
|
$488,249
0.31% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
1,153
shares
|
$484,467
0.19% of portfolio
|
Q4 2023
Added 1.86%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
1,144
shares
|
$480,685
0.27% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
1,139
shares
|
$478,585
0.25% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
1,125
shares
|
$472,702
0.19% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,119
shares
|
$470,181
0.24% of portfolio
|
Q3 2024
Added 41.83%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$469,341
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
1,115
shares
|
$468,500
0.26% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,113
shares
|
$467,660
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
1,113
shares
|
$467,660
0.35% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
1,111
shares
|
$466,819
0.2% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Envoi LLC
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
1,105
shares
|
$464,298
1.57% of portfolio
|
Q2 2024
Reduced 70.92%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
1,102
shares
|
$463,038
0.14% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
1,100
shares
|
$462,198
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
1,094
shares
|
$459,676
0.19% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
Aug 08, 2024 Q2 2024 |
1,090
shares
|
$457,996
0.23% of portfolio
|
Q3 2023
Added 37.97%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 06, 2024 Q2 2024 |
1,088
shares
|
$457,155
0.3% of portfolio
|
Q2 2024
Added 57.68%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$456,315
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
1,083
shares
|
$455,054
0.75% of portfolio
|
Q3 2024
Reduced 26.97%
|