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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
705
shares
|
$308,106
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
702
shares
|
$306,795
0.24% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
701
shares
|
$306,358
0.12% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
700
shares
|
$305,921
0.14% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Optimas Capital LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
700
shares
|
$305,921
0.29% of portfolio
|
Q3 2024
Reduced 82.45%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
700
shares
|
$305,921
0.16% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
696
shares
|
$304,172
0.21% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
691
shares
|
$301,987
0.12% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
681
shares
|
$297,617
0.51% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
680
shares
|
$297,180
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
680
shares
|
$297,180
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
680
shares
|
$297,180
0.06% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
679
shares
|
$296,743
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
678
shares
|
$296,306
2.82% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
674
shares
|
$294,558
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
670
shares
|
$292,810
0.1% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
670
shares
|
$292,810
0.06% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
669
shares
|
$292,373
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
667
shares
|
$291,499
0.24% of portfolio
|
Q3 2024
Reduced 47.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$290,624
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
661
shares
|
$288,876
0.22% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$288,439
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
658
shares
|
$287,565
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
656
shares
|
$286,691
0.24% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$284,069
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|