Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 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 |
|---|---|---|---|---|---|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$1.66 Million
2.83% of portfolio
|
Q2 2024
Reduced 50.06%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3,965
shares
|
$1.66 Million
1.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,954
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$1.65 Million
0.65% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
3,946
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,945
shares
|
$1.65 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,942
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,934
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
3,930
shares
|
$1.65 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,929
shares
|
$1.65 Million
0.93% of portfolio
|
Q3 2024
Added 106.14%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,920
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
3,920
shares
|
$1.64 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
3,916
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.64 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,907
shares
|
$1.64 Million
1.2% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
3,902
shares
|
$1.63 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,896
shares
|
$1.63 Million
0.44% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.63 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.62 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,867
shares
|
$1.62 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
3,865
shares
|
$1.62 Million
0.79% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
3,851
shares
|
$1.61 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.61 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
3,846
shares
|
$1.61 Million
0.84% of portfolio
|
Q4 2024
Added 0.31%
|