Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,840 institutions that hold shares in the stock, with a total of 5.01 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$113,428
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
271
shares
|
$112,597
0.04% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
217
shares
|
$90,161
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
210
shares
|
$87,252
0.02% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$83,098
0.01% of portfolio
|
Q3 2024
Reduced 66.89%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
196
shares
|
$81,436
7.51% of portfolio
|
Q3 2024
Added 39.01%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2024 Q3 2024 |
194
shares
|
$80,605
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
190
shares
|
$78,943
0.01% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
190
shares
|
$78,943
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
170
shares
|
$70,633
0.1% of portfolio
|
Q1 2021
Reduced 67.31%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
144
shares
|
$59,830
0.05% of portfolio
|
Q4 2023
Added 2.78%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
140
shares
|
$58,168
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
138
shares
|
$57,337
0.04% of portfolio
|
Q3 2024
Reduced 64.52%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
128
shares
|
$53,182
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
118
shares
|
$49,027
0.01% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
116
shares
|
$48,196
0.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lion Point Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$41,549
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
95
shares
|
$39,471
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$31,992
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$27,006
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
61
shares
|
$25,344
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
45
shares
|
$18,697
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$18,697
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$16,204
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
20
shares
|
$8,309
0.01% of portfolio
|
Q2 2024
Reduced 85.61%
|