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 |
|---|---|---|---|---|---|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 14, 2024 Q2 2024 |
1,081
shares
|
$454,214
0.62% of portfolio
|
Q1 2024
New holding
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
1,073
shares
|
$450,853
0.25% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$449,592
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
1,070
shares
|
$449,592
0.09% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Cypress Capital, LLC
|
Oct 29, 2024 Q2 2024 |
1,067
shares
|
$448,332
1.5% of portfolio
|
Q2 2024
Reduced 81.41%
|
|
|
Forum Private Client Group LLC
|
Aug 13, 2024 Q2 2024 |
1,061
shares
|
$445,810
0.23% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
1,060
shares
|
$445,390
0.4% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
1,057
shares
|
$444,130
0.09% of portfolio
|
Q2 2024
Added 43.42%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
1,054
shares
|
$442,869
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
1,053
shares
|
$442,449
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Partners, L.P.
|
Aug 09, 2024 Q2 2024 |
1,050
shares
|
$441,189
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
1,050
shares
|
$441,189
0.38% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
1,050
shares
|
$441,189
0.26% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$436,987
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$434,886
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$434,045
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Exane Asset Management
|
Nov 05, 2024 Q3 2024 |
1,029
shares
|
$432,365
0.41% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,026
shares
|
$431,104
0.19% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,024
shares
|
$430,264
0.22% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
1,022
shares
|
$429,423
0.75% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
1,021
shares
|
$429,003
0.19% of portfolio
|
Q2 2024
Added 51.26%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,017
shares
|
$427,323
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Oct 21, 2024 Q3 2024 |
1,011
shares
|
$424,801
0.47% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2024 Q2 2024 |
1,007
shares
|
$423,121
0.22% of portfolio
|
Q2 2020
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$422,280
0.26% of portfolio
|
Q1 2024
Added 183.9%
|