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 |
|---|---|---|---|---|---|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
745
shares
|
$313,034
0.05% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
743
shares
|
$312,193
0.22% of portfolio
|
Q2 2024
Reduced 13.6%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
741
shares
|
$311,353
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
736
shares
|
$309,252
0.27% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
734
shares
|
$308,412
0.06% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
734
shares
|
$308,412
0.14% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
733
shares
|
$307,991
0.19% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
728
shares
|
$305,891
0.16% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
728
shares
|
$305,891
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
716
shares
|
$300,848
0.1% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
710
shares
|
$298,327
0.11% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
708
shares
|
$297,487
0.29% of portfolio
|
Q3 2023
Added 5.2%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
706
shares
|
$296,647
0.11% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
706
shares
|
$296,647
0.26% of portfolio
|
Q2 2024
Added 16.89%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
702
shares
|
$294,966
0.24% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
701
shares
|
$294,546
0.12% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
700
shares
|
$294,126
0.14% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Vantage Consulting Group Inc
Virginia Beach, VA |
Aug 14, 2024 Q2 2024 |
700
shares
|
$294,126
0.51% of portfolio
|
Q2 2024
Reduced 10.14%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
700
shares
|
$294,126
0.16% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
700
shares
|
$294,126
0.21% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
691
shares
|
$290,344
0.12% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
681
shares
|
$286,142
0.51% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
680
shares
|
$285,722
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Aug 15, 2024 Q2 2024 |
679
shares
|
$285,302
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
679
shares
|
$285,302
0.23% of portfolio
|
Q2 2024
Added 15.28%
|