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 |
|---|---|---|---|---|---|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
1,242
shares
|
$512,784
0.38% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
1,242
shares
|
$512,784
0.36% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
1,241
shares
|
$512,371
0.4% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
1,240
shares
|
$511,958
0.13% of portfolio
|
Q3 2024
Added 30.66%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,235
shares
|
$509,894
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
1,231
shares
|
$508,242
0.4% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,227
shares
|
$506,591
0.09% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
1,226
shares
|
$506,178
0.34% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$503,701
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$502,875
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
1,218
shares
|
$502,875
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$502,049
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,212
shares
|
$500,398
0.3% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$498,334
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,204
shares
|
$497,095
0.17% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,199
shares
|
$495,031
0.04% of portfolio
|
Q3 2024
Reduced 87.1%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,193
shares
|
$492,553
0.08% of portfolio
|
Q2 2024
Added 41.69%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
1,193
shares
|
$492,553
0.37% of portfolio
|
Q3 2024
Reduced 54.17%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
1,193
shares
|
$492,553
0.37% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$491,315
0.06% of portfolio
|
Q1 2023
Added 95.72%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
1,185
shares
|
$489,250
0.13% of portfolio
|
Q3 2024
Added 152.13%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
1,182
shares
|
$488,012
0.27% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$485,122
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
1,174
shares
|
$484,709
0.27% of portfolio
|
Q3 2024
Added 52.67%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
1,165
shares
|
$480,993
0.29% of portfolio
|
Q3 2024
Reduced 14.71%
|