Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,851 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 $2.18 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
764
shares
|
$333,890
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
761
shares
|
$332,579
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$330,831
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
756
shares
|
$330,394
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
753
shares
|
$329,083
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
753
shares
|
$329,083
0.34% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
751
shares
|
$328,209
0.09% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
751
shares
|
$328,209
1.35% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
750
shares
|
$327,772
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
745
shares
|
$325,587
0.05% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
743
shares
|
$324,713
0.22% of portfolio
|
Q2 2024
Reduced 13.6%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
741
shares
|
$323,839
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
736
shares
|
$321,654
0.27% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
734
shares
|
$320,780
0.06% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
734
shares
|
$320,780
0.14% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
733
shares
|
$320,342
0.19% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
731
shares
|
$319,468
0.18% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
728
shares
|
$318,157
0.16% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
728
shares
|
$318,157
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2024 Q3 2024 |
722
shares
|
$315,535
27.14% of portfolio
|
Q3 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
716
shares
|
$312,913
0.1% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
710
shares
|
$310,291
0.11% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
708
shares
|
$309,417
0.29% of portfolio
|
Q3 2023
Added 5.2%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
706
shares
|
$308,543
0.11% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$308,106
0.09% of portfolio
|
Q3 2024
Added 13.16%
|