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 |
|---|---|---|---|---|---|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$260,469
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
592
shares
|
$258,721
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
590
shares
|
$257,847
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
586
shares
|
$256,099
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$253,477
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
580
shares
|
$253,477
0.21% of portfolio
|
Q2 2024
Reduced 79.21%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
575
shares
|
$251,292
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
568
shares
|
$248,233
0.16% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$246,047
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
562
shares
|
$245,610
0.09% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
562
shares
|
$245,610
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
561
shares
|
$245,173
0.08% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
560
shares
|
$244,736
0.16% of portfolio
|
Q3 2024
Reduced 72.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
548
shares
|
$239,492
0.09% of portfolio
|
Q3 2024
Reduced 57.59%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
547
shares
|
$239,055
0.05% of portfolio
|
Q2 2024
Reduced 19.32%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
543
shares
|
$237,307
0.13% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
542
shares
|
$236,870
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
540
shares
|
$235,996
0.08% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
540
shares
|
$235,996
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
532
shares
|
$232,499
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
530
shares
|
$231,625
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
527
shares
|
$230,314
0.18% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$229,440
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
525
shares
|
$229,440
0.08% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$229,440
0.0% of portfolio
|
Q1 2024
Reduced 48.78%
|