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 |
|---|---|---|---|---|---|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$409,733
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
976
shares
|
$408,895
0.21% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
975
shares
|
$408,476
0.3% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
971
shares
|
$406,800
0.26% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
967
shares
|
$405,124
0.15% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
962
shares
|
$403,029
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
959
shares
|
$401,773
0.25% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
958
shares
|
$401,354
0.15% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
958
shares
|
$401,354
0.22% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
956
shares
|
$400,516
0.4% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
956
shares
|
$400,516
0.26% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
953
shares
|
$399,259
0.16% of portfolio
|
Q3 2024
Reduced 63.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
953
shares
|
$399,259
0.23% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$398,840
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
942
shares
|
$394,650
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
940
shares
|
$393,813
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
938
shares
|
$392,975
0.45% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
935
shares
|
$391,718
0.17% of portfolio
|
Q1 2024
Added 10.26%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
934
shares
|
$391,299
0.2% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
931
shares
|
$390,042
0.3% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
927
shares
|
$388,366
0.13% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
926
shares
|
$387,947
0.15% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$385,434
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
916
shares
|
$383,758
0.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$383,339
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|