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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
22,692
shares
|
$11.5 Million
1.93% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
22,613
shares
|
$11.5 Million
8.31% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
22,590
shares
|
$11.5 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
22,578
shares
|
$11.5 Million
2.66% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,562
shares
|
$11.4 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Delaney Dennis R
Boston, MA |
Nov 07, 2025 Q3 2025 |
22,548
shares
|
$11.4 Million
5.85% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
22,523
shares
|
$11.4 Million
2.73% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
22,515
shares
|
$11.4 Million
8.14% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
22,510
shares
|
$11.4 Million
2.27% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
22,502
shares
|
$11.4 Million
0.66% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
22,481
shares
|
$11.4 Million
2.97% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
22,467
shares
|
$11.4 Million
9.92% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 05, 2025 Q3 2025 |
22,451
shares
|
$11.4 Million
5.2% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
22,401
shares
|
$11.4 Million
2.83% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
22,387
shares
|
$11.4 Million
2.57% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
22,371
shares
|
$11.4 Million
4.84% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
22,366
shares
|
$11.4 Million
1.17% of portfolio
|
Q3 2025
Added 35.22%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
22,365
shares
|
$11.4 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
22,332
shares
|
$11.3 Million
6.11% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
22,326
shares
|
$11.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 38.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
22,317
shares
|
$11.3 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
22,291
shares
|
$11.3 Million
1.97% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
22,257
shares
|
$11.3 Million
6.49% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
22,242
shares
|
$11.3 Million
3.12% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
22,144
shares
|
$11.2 Million
1.67% of portfolio
|
Q4 2025
Added 0.49%
|
|