Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,853 institutions that hold shares in the stock, with a total of 4.99 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
901
shares
|
$379,771
0.21% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Xy Capital LTD
Central, K3 |
Nov 01, 2024 Q3 2024 |
901
shares
|
$379,771
0.13% of portfolio
|
Q3 2024
New holding
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
900
shares
|
$379,350
0.32% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
Reinhart Partners, Inc.
|
Oct 09, 2024 Q3 2024 |
900
shares
|
$379,350
0.02% of portfolio
|
Q1 2023
Reduced 24.37%
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
900
shares
|
$379,350
0.18% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
899
shares
|
$378,928
0.32% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
894
shares
|
$376,821
0.2% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
893
shares
|
$376,399
0.24% of portfolio
|
Q3 2024
Added 5.56%
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
891
shares
|
$375,556
0.04% of portfolio
|
Q3 2024
Added 35.62%
|
|
Cardinal Capital Management, Inc.
|
Oct 10, 2024 Q3 2024 |
890
shares
|
$375,135
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
888
shares
|
$374,292
0.75% of portfolio
|
Q3 2024
Added 0.68%
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
886
shares
|
$373,449
0.0% of portfolio
|
Q3 2024
Added 129.53%
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
885
shares
|
$373,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
880
shares
|
$370,920
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
880
shares
|
$370,920
0.22% of portfolio
|
Q3 2024
New holding
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
879
shares
|
$370,498
0.14% of portfolio
|
Q3 2024
Added 5.78%
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
878
shares
|
$370,077
0.13% of portfolio
|
Q2 2024
Added 2.33%
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
871
shares
|
$367,126
0.17% of portfolio
|
Q3 2024
Added 0.81%
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
866
shares
|
$365,019
0.16% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
865
shares
|
$364,597
0.21% of portfolio
|
Q2 2024
Added 74.75%
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
854
shares
|
$359,961
0.26% of portfolio
|
Q1 2024
New holding
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
853
shares
|
$359,539
0.1% of portfolio
|
Q2 2023
New holding
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
849
shares
|
$357,853
0.3% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
838
shares
|
$353,217
0.3% of portfolio
|
Q2 2024
Added 0.24%
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
835
shares
|
$351,952
0.34% of portfolio
|
Q3 2024
Reduced 75.3%
|