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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
2,822
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
2,800
shares
|
$1.17 Million
3.12% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,796
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
2,795
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
2,793
shares
|
$1.17 Million
0.57% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
2,791
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
2,779
shares
|
$1.16 Million
0.82% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,767
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,762
shares
|
$1.16 Million
1.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
2,761
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,758
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.15 Million
0.43% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
2,731
shares
|
$1.14 Million
1.41% of portfolio
|
Q3 2024
Reduced 79.85%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
2,728
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
2,723
shares
|
$1.14 Million
1.67% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.14 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,714
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
2,706
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
2,704
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,702
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,701
shares
|
$1.13 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
2,688
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|