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 |
|---|---|---|---|---|---|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
885
shares
|
$367,708
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
880
shares
|
$365,631
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
880
shares
|
$365,631
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
879
shares
|
$365,215
0.14% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
878
shares
|
$364,800
0.13% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
871
shares
|
$361,891
0.17% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
866
shares
|
$359,814
0.16% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
865
shares
|
$359,398
0.21% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
854
shares
|
$354,828
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
853
shares
|
$354,412
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
849
shares
|
$352,751
0.3% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
838
shares
|
$348,180
0.3% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
835
shares
|
$346,934
0.34% of portfolio
|
Q3 2024
Reduced 75.3%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
829
shares
|
$344,441
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
825
shares
|
$342,779
0.22% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
821
shares
|
$341,117
0.2% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
821
shares
|
$341,117
0.27% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
818
shares
|
$339,870
1.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
818
shares
|
$339,870
0.12% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$338,624
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
813
shares
|
$337,793
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
811
shares
|
$336,962
0.11% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
807
shares
|
$335,300
0.2% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
806
shares
|
$334,884
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
804
shares
|
$334,053
0.14% of portfolio
|
Q3 2024
Added 0.12%
|