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 |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
1,669
shares
|
$699,227
1.01% of portfolio
|
Q3 2023
Reduced 29.55%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
1,667
shares
|
$698,389
0.6% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
1,663
shares
|
$696,713
1.59% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,660
shares
|
$695,457
0.26% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$694,619
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
1,656
shares
|
$693,781
0.62% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
1,655
shares
|
$693,362
0.08% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,655
shares
|
$693,362
0.11% of portfolio
|
Q3 2024
Reduced 68.77%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
1,650
shares
|
$691,267
0.32% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$691,267
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
1,649
shares
|
$690,848
0.75% of portfolio
|
Q3 2024
Added 139.33%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
1,645
shares
|
$689,172
0.53% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,639
shares
|
$686,659
0.36% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,639
shares
|
$686,659
0.12% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$682,050
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,628
shares
|
$682,050
0.48% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,624
shares
|
$680,374
0.29% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
1,622
shares
|
$679,536
0.14% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
1,621
shares
|
$679,117
0.45% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$678,699
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
1,603
shares
|
$671,576
0.1% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
1,602
shares
|
$671,157
0.25% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
1,601
shares
|
$670,738
0.29% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$670,320
0.24% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
1,595
shares
|
$668,225
0.39% of portfolio
|
Q1 2024
Reduced 20.17%
|