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 |
|---|---|---|---|---|---|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$229,440
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
521
shares
|
$227,692
0.12% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Oct 15, 2024 Q3 2024 |
521
shares
|
$227,692
0.12% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
514
shares
|
$224,633
0.2% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
514
shares
|
$224,633
0.19% of portfolio
|
Q3 2024
Reduced 18.93%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
510
shares
|
$222,885
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
507
shares
|
$221,574
0.04% of portfolio
|
Q2 2024
Reduced 58.17%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$218,515
0.06% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$218,515
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
497
shares
|
$217,203
0.1% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
494
shares
|
$215,892
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
493
shares
|
$215,455
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
493
shares
|
$215,455
0.09% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
488
shares
|
$213,270
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
487
shares
|
$212,833
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
479
shares
|
$209,337
4.32% of portfolio
|
Q2 2024
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
476
shares
|
$208,026
0.05% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
471
shares
|
$205,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
471
shares
|
$205,841
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
464
shares
|
$202,781
0.16% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
453
shares
|
$197,974
0.1% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
443
shares
|
$193,604
0.14% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
430
shares
|
$187,922
0.12% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
429
shares
|
$187,485
5.3% of portfolio
|
Q3 2024
Reduced 97.52%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
421
shares
|
$183,989
4.87% of portfolio
|
Q3 2024
Reduced 99.75%
|