Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,859 institutions that hold shares in the stock, with a total of 4.95 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,869
shares
|
$783,017
0.11% of portfolio
|
Q4 2023
Reduced 2.86%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,864
shares
|
$780,922
0.38% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
1,863
shares
|
$780,503
0.48% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$778,828
0.39% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,854
shares
|
$776,733
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
1,850
shares
|
$775,057
0.49% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$775,057
0.08% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,846
shares
|
$773,381
0.24% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
1,845
shares
|
$772,962
0.57% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,845
shares
|
$772,962
0.72% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,840
shares
|
$770,868
0.16% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
1,833
shares
|
$767,935
0.16% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$767,097
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$766,259
0.25% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,808
shares
|
$757,461
0.61% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,804
shares
|
$755,785
0.8% of portfolio
|
Q1 2024
Reduced 40.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
1,803
shares
|
$755,366
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$754,110
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Oct 25, 2024 Q3 2024 |
1,800
shares
|
$754,110
1.82% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
1,789
shares
|
$749,501
0.23% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
1,786
shares
|
$748,244
0.2% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
1,785
shares
|
$747,825
0.72% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,784
shares
|
$747,406
0.38% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,783
shares
|
$746,987
0.46% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
1,780
shares
|
$745,731
0.35% of portfolio
|
Q3 2024
Added 6.14%
|