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 |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
1,218
shares
|
$510,281
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$509,443
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,212
shares
|
$507,767
0.3% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$505,672
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,204
shares
|
$504,415
0.17% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,199
shares
|
$502,321
0.04% of portfolio
|
Q3 2024
Reduced 87.1%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,193
shares
|
$499,807
0.08% of portfolio
|
Q2 2024
Added 41.69%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
1,193
shares
|
$499,807
0.37% of portfolio
|
Q3 2024
Reduced 54.17%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
1,193
shares
|
$499,807
0.37% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$498,550
0.06% of portfolio
|
Q1 2023
Added 95.72%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
1,185
shares
|
$496,455
0.13% of portfolio
|
Q3 2024
Added 152.13%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
1,182
shares
|
$495,198
0.27% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$492,266
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
1,174
shares
|
$491,847
0.27% of portfolio
|
Q3 2024
Added 52.67%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
1,165
shares
|
$488,076
0.29% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
1,164
shares
|
$487,657
0.3% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
1,153
shares
|
$483,049
0.19% of portfolio
|
Q4 2023
Added 1.86%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
1,144
shares
|
$479,278
0.27% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
1,139
shares
|
$477,184
0.25% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
1,125
shares
|
$471,318
0.19% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,119
shares
|
$468,805
0.24% of portfolio
|
Q3 2024
Added 41.83%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$468,386
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$467,967
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
1,115
shares
|
$467,129
0.01% of portfolio
|
Q3 2024
Added 69.71%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
1,115
shares
|
$467,129
0.26% of portfolio
|
Q3 2024
Added 11.84%
|