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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
542
shares
|
$227,737
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
540
shares
|
$226,897
0.08% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
540
shares
|
$226,897
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
532
shares
|
$223,535
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
530
shares
|
$222,695
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Aug 14, 2024 Q2 2024 |
528
shares
|
$221,855
0.17% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
527
shares
|
$221,434
0.18% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$220,594
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
525
shares
|
$220,594
0.01% of portfolio
|
Q1 2024
Reduced 48.78%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$220,594
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
521
shares
|
$218,913
0.12% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Oct 15, 2024 Q3 2024 |
521
shares
|
$218,913
0.12% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2024 Q2 2024 |
521
shares
|
$218,913
0.18% of portfolio
|
Q2 2024
Reduced 17.43%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Aug 07, 2024 Q2 2024 |
521
shares
|
$218,913
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
514
shares
|
$215,972
0.2% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
514
shares
|
$215,972
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
513
shares
|
$215,552
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
510
shares
|
$214,291
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
507
shares
|
$213,031
0.04% of portfolio
|
Q2 2024
Reduced 58.17%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Aug 12, 2024 Q2 2024 |
501
shares
|
$210,510
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$210,090
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
497
shares
|
$208,829
0.1% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
494
shares
|
$207,568
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
493
shares
|
$207,148
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
493
shares
|
$207,148
0.09% of portfolio
|
Q3 2024
Reduced 1.4%
|