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 |
|---|---|---|---|---|---|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
890
shares
|
$373,960
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 14, 2024 Q2 2024 |
882
shares
|
$370,598
0.89% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Clear Street Markets LLC
|
Jul 26, 2024 Q2 2024 |
881
shares
|
$370,178
0.07% of portfolio
|
Q2 2024
Reduced 99.41%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
879
shares
|
$369,338
0.14% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
878
shares
|
$368,918
0.13% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 07, 2024 Q2 2024 |
871
shares
|
$365,976
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
871
shares
|
$365,976
0.17% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
866
shares
|
$363,875
0.16% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
865
shares
|
$363,455
0.21% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Aug 02, 2024 Q2 2024 |
854
shares
|
$358,833
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Clark Estates Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
853
shares
|
$358,413
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
849
shares
|
$356,732
0.3% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
838
shares
|
$352,110
0.3% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 25, 2024 Q2 2024 |
829
shares
|
$348,329
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
825
shares
|
$346,648
0.22% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
821
shares
|
$344,967
0.2% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
821
shares
|
$344,967
0.27% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
820
shares
|
$344,547
0.22% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
818
shares
|
$343,707
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
818
shares
|
$343,707
0.14% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$342,446
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
814
shares
|
$342,026
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Corbyn Investment Management Inc
|
Aug 06, 2024 Q2 2024 |
813
shares
|
$341,606
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
811
shares
|
$340,765
0.11% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
ETF Store, Inc.
|
Aug 05, 2024 Q2 2024 |
811
shares
|
$340,765
0.38% of portfolio
|
Q2 2024
Reduced 54.57%
|