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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
487
shares
|
$204,627
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
479
shares
|
$201,266
4.32% of portfolio
|
Q2 2024
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 13, 2024 Q2 2024 |
476
shares
|
$200,005
0.05% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
470
shares
|
$197,484
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
464
shares
|
$194,963
0.16% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
453
shares
|
$190,341
0.1% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
453
shares
|
$190,341
0.15% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
448
shares
|
$188,240
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
443
shares
|
$186,139
0.14% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
430
shares
|
$180,677
0.12% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
421
shares
|
$176,895
4.87% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
414
shares
|
$173,954
0.08% of portfolio
|
Q4 2022
Added 31.85%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
390
shares
|
$163,870
0.09% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
388
shares
|
$163,029
0.03% of portfolio
|
Q3 2024
Reduced 86.63%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
386
shares
|
$162,189
0.0% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$154,626
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
338
shares
|
$142,020
0.08% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$141,600
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Aug 14, 2024 Q2 2024 |
315
shares
|
$132,356
0.72% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$115,129
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$114,709
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
217
shares
|
$91,179
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
210
shares
|
$88,237
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
199
shares
|
$83,615
0.07% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
196
shares
|
$82,355
7.51% of portfolio
|
Q3 2024
Added 39.01%
|