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 |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$819,047
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$818,628
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$816,952
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
1,939
shares
|
$812,344
0.44% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,938
shares
|
$811,925
0.45% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,936
shares
|
$811,087
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,933
shares
|
$809,830
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,931
shares
|
$808,992
0.16% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
1,929
shares
|
$808,154
0.39% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$801,032
1.34% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$798,937
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
1,906
shares
|
$798,518
0.85% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$797,261
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
1,897
shares
|
$794,748
0.2% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
1,893
shares
|
$793,072
0.28% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
1,890
shares
|
$791,815
0.58% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$791,815
0.49% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$789,301
0.38% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,883
shares
|
$788,882
0.16% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
1,880
shares
|
$787,626
0.26% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
1,880
shares
|
$787,626
1.96% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$786,369
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,872
shares
|
$784,274
0.01% of portfolio
|
Q3 2024
Reduced 98.59%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
1,871
shares
|
$783,855
0.35% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,870
shares
|
$783,436
0.26% of portfolio
|
Q3 2024
Added 2.86%
|