Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 institutions that hold shares in the stock, with a total of 5.98 Billion shares, which have been reported (via 13F filing form) to have a value of $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
23,264
shares
|
$11.8 Million
2.85% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
23,240
shares
|
$11.8 Million
2.68% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
23,238
shares
|
$11.8 Million
2.8% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
23,236
shares
|
$11.8 Million
0.8% of portfolio
|
Q4 2025
Added 6.55%
|
|
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
Oct 15, 2025 Q3 2025 |
23,190
shares
|
$11.8 Million
3.28% of portfolio
|
Q3 2025
Reduced 63.94%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
23,187
shares
|
$11.8 Million
2.05% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
23,150
shares
|
$11.7 Million
3.69% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
23,082
shares
|
$11.7 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
23,047
shares
|
$11.7 Million
6.7% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
23,027
shares
|
$11.7 Million
2.12% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
22,993
shares
|
$11.7 Million
2.18% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
22,972
shares
|
$11.7 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
22,964
shares
|
$11.7 Million
2.71% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
22,959
shares
|
$11.7 Million
4.12% of portfolio
|
Q4 2025
Added 6.55%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
22,946
shares
|
$11.6 Million
3.09% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,943
shares
|
$11.6 Million
4.24% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
22,905
shares
|
$11.6 Million
1.4% of portfolio
|
Q4 2025
Added 6.24%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
22,876
shares
|
$11.6 Million
5.21% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
22,846
shares
|
$11.6 Million
2.44% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
22,824
shares
|
$11.6 Million
4.45% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
22,779
shares
|
$11.6 Million
3.67% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
22,750
shares
|
$11.5 Million
8.98% of portfolio
|
Q4 2025
Reduced 6.4%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
22,743
shares
|
$11.5 Million
4.05% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,714
shares
|
$11.5 Million
3.65% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
22,707
shares
|
$11.5 Million
4.01% of portfolio
|
Q3 2025
Added 1.7%
|
|