Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
753
shares
|
$334,377
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
753
shares
|
$334,377
0.34% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
751
shares
|
$333,489
1.35% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
750
shares
|
$333,045
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
749
shares
|
$332,600
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
745
shares
|
$330,824
0.05% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
743
shares
|
$329,936
0.22% of portfolio
|
Q2 2024
Reduced 13.6%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
741
shares
|
$329,048
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
736
shares
|
$326,828
0.26% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
735
shares
|
$326,384
0.11% of portfolio
|
Q1 2024
Added 34.53%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
734
shares
|
$325,940
0.07% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
734
shares
|
$325,940
0.14% of portfolio
|
Q3 2024
Added 39.02%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
732
shares
|
$325,051
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
731
shares
|
$324,607
0.18% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
728
shares
|
$323,275
0.15% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
728
shares
|
$323,275
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
728
shares
|
$323,275
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2024 Q3 2024 |
722
shares
|
$320,611
27.14% of portfolio
|
Q3 2024
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
716
shares
|
$317,946
0.1% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
715
shares
|
$317,502
0.1% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
710
shares
|
$315,282
0.11% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
706
shares
|
$313,506
0.11% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$313,062
0.09% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
705
shares
|
$313,062
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
702
shares
|
$311,730
0.24% of portfolio
|
Q3 2024
Reduced 16.43%
|