Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,840 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
1,003
shares
|
$416,736
0.14% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$415,490
0.23% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$415,490
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
997
shares
|
$414,243
0.22% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
992
shares
|
$412,166
0.16% of portfolio
|
Q3 2024
Added 79.71%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
989
shares
|
$410,919
0.11% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
986
shares
|
$409,673
0.15% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
986
shares
|
$409,673
0.07% of portfolio
|
Q2 2024
Added 7.29%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
981
shares
|
$407,595
0.16% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
980
shares
|
$407,180
0.09% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$406,349
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
976
shares
|
$405,518
0.21% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
975
shares
|
$405,102
0.3% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
971
shares
|
$403,440
0.26% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
967
shares
|
$401,778
0.15% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
962
shares
|
$399,701
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
960
shares
|
$398,870
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
959
shares
|
$398,454
0.25% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
958
shares
|
$398,039
0.15% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
958
shares
|
$398,039
0.22% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
956
shares
|
$397,208
0.4% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
956
shares
|
$397,208
0.26% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
953
shares
|
$395,961
0.16% of portfolio
|
Q3 2024
Reduced 63.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
953
shares
|
$395,961
0.23% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$395,546
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|