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 |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,332
shares
|
$976,991
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
2,328
shares
|
$975,315
0.86% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,316
shares
|
$970,288
0.25% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
2,315
shares
|
$969,869
0.5% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$969,450
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
2,312
shares
|
$968,612
0.38% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
2,311
shares
|
$968,193
0.64% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,302
shares
|
$964,422
0.28% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,300
shares
|
$963,585
0.82% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$963,585
0.71% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
2,291
shares
|
$959,814
0.77% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
2,290
shares
|
$959,395
0.53% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
2,284
shares
|
$956,881
0.68% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
2,281
shares
|
$955,624
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,280
shares
|
$955,206
0.09% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
2,262
shares
|
$947,664
0.68% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
2,257
shares
|
$945,570
0.5% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,253
shares
|
$943,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$943,056
0.58% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
2,250
shares
|
$942,637
0.1% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$942,637
0.08% of portfolio
|
Q3 2024
Added 176.41%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
2,249
shares
|
$942,218
1.29% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
2,249
shares
|
$942,218
0.41% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,248
shares
|
$941,799
0.55% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
2,240
shares
|
$938,448
0.87% of portfolio
|
Q2 2024
Reduced 1.1%
|