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 |
|---|---|---|---|---|---|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
116
shares
|
$50,695
0.04% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Lion Point Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$43,703
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
95
shares
|
$41,517
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$33,651
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$28,406
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
61
shares
|
$26,658
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
45
shares
|
$19,666
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$19,666
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$17,044
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
20
shares
|
$8,740
0.01% of portfolio
|
Q2 2024
Reduced 85.61%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18
shares
|
$7,866
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$4,370
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
3
shares
|
$1,311
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Esa Global Value Fund
Grand Cayman, E9 |
Nov 07, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|