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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
616
shares
|
$258,830
0.17% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$257,990
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
611
shares
|
$256,729
0.09% of portfolio
|
Q2 2024
Reduced 21.36%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$256,309
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Aug 13, 2024 Q2 2024 |
604
shares
|
$253,788
0.17% of portfolio
|
Q2 2024
Reduced 72.69%
|
|
|
J. Stern & Co. LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
604
shares
|
$253,788
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$252,948
0.09% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
601
shares
|
$252,528
0.2% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Rye Brook Capital LLC
|
Oct 22, 2024 Q3 2024 |
600
shares
|
$252,108
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
592
shares
|
$248,746
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
592
shares
|
$248,746
0.06% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
590
shares
|
$247,906
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
586
shares
|
$246,225
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$243,704
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
580
shares
|
$243,704
0.21% of portfolio
|
Q2 2024
Reduced 79.21%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
577
shares
|
$242,443
0.15% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Share Andrew L.
Manchester, NH |
Jul 30, 2024 Q2 2024 |
575
shares
|
$241,603
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
568
shares
|
$238,662
0.16% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 28, 2024 Q2 2024 |
567
shares
|
$238,242
0.04% of portfolio
|
Q2 2024
Reduced 74.97%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$236,561
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
562
shares
|
$236,141
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
562
shares
|
$236,141
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
561
shares
|
$235,720
0.08% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
560
shares
|
$235,300
0.16% of portfolio
|
Q3 2024
Reduced 72.5%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
547
shares
|
$229,838
0.05% of portfolio
|
Q2 2024
Reduced 19.32%
|