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 |
|---|---|---|---|---|---|
|
Galibier Capital Management Ltd.
|
Oct 25, 2024 Q3 2024 |
2,058
shares
|
$862,199
0.22% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$861,780
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
2,055
shares
|
$860,942
0.24% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,053
shares
|
$860,104
0.83% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,052
shares
|
$859,685
0.21% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 06, 2024 Q3 2024 |
2,044
shares
|
$856,333
16.32% of portfolio
|
Q4 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,037
shares
|
$853,401
0.51% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$852,982
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,033
shares
|
$851,725
0.41% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
2,023
shares
|
$847,535
0.54% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$842,927
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$841,251
0.57% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
2,004
shares
|
$839,575
0.15% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,001
shares
|
$838,318
0.25% of portfolio
|
Q3 2024
Added 148.88%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$837,900
0.01% of portfolio
|
Q3 2024
Added 207.69%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,990
shares
|
$833,710
0.62% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$831,615
0.37% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
1,985
shares
|
$831,615
0.34% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,983
shares
|
$830,777
0.72% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
1,981
shares
|
$829,939
0.61% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,980
shares
|
$829,521
0.17% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Nov 08, 2024 Q3 2024 |
1,980
shares
|
$829,521
0.24% of portfolio
|
Q3 2024
Added 122.47%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
1,979
shares
|
$829,102
0.62% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,966
shares
|
$823,655
0.32% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,961
shares
|
$821,560
0.34% of portfolio
|
Q3 2024
Added 210.28%
|