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 |
|---|---|---|---|---|---|
|
Gagnon Securities LLC
|
Aug 14, 2024 Q2 2024 |
952
shares
|
$400,011
0.1% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 25, 2024 Q2 2024 |
949
shares
|
$398,750
0.29% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
942
shares
|
$395,809
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
940
shares
|
$394,969
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
938
shares
|
$394,128
0.45% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Jul 26, 2024 Q2 2024 |
936
shares
|
$393,288
0.04% of portfolio
|
Q2 2024
Reduced 46.45%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
935
shares
|
$392,868
0.17% of portfolio
|
Q1 2024
Added 10.26%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
934
shares
|
$392,448
0.2% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
931
shares
|
$391,187
0.3% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
927
shares
|
$389,506
0.13% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
926
shares
|
$389,086
0.15% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$386,565
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
916
shares
|
$384,884
0.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$384,464
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
914
shares
|
$384,044
0.21% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
913
shares
|
$383,624
0.31% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
912
shares
|
$383,204
0.32% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
902
shares
|
$379,002
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
901
shares
|
$378,582
0.21% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 01, 2024 Q3 2024 |
901
shares
|
$378,582
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
900
shares
|
$378,162
0.32% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Reinhart Partners, Inc.
|
Oct 09, 2024 Q3 2024 |
900
shares
|
$378,162
0.02% of portfolio
|
Q1 2023
Reduced 24.37%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
900
shares
|
$378,162
0.18% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
899
shares
|
$377,741
0.32% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
897
shares
|
$376,901
0.23% of portfolio
|
Q2 2024
Reduced 0.11%
|