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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$79,834
0.01% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
190
shares
|
$79,834
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Aug 06, 2024 Q2 2024 |
180
shares
|
$75,632
0.03% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2024 Q2 2024 |
179
shares
|
$75,212
0.0% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Infini Capital Management LTD
Central, K3 |
Nov 14, 2023 Q3 2023 |
175
shares
|
$73,531
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
170
shares
|
$71,430
0.05% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
140
shares
|
$58,825
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
138
shares
|
$57,984
0.04% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
128
shares
|
$53,783
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
122
shares
|
$51,261
0.0% of portfolio
|
Q2 2024
Reduced 94.91%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
116
shares
|
$48,740
0.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lion Point Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
100
shares
|
$42,018
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
100
shares
|
$42,018
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
95
shares
|
$39,917
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$32,353
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$27,311
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
61
shares
|
$25,630
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
45
shares
|
$18,908
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$18,908
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
39
shares
|
$16,387
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
20
shares
|
$8,403
0.01% of portfolio
|
Q2 2024
Reduced 85.61%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18
shares
|
$7,563
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 14, 2024 Q2 2024 |
15
shares
|
$6,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
7
shares
|
$2,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
6
shares
|
$2,521
0.0% of portfolio
|
Q2 2024
New holding
|