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 |
|---|---|---|---|---|---|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
21,658
shares
|
$11 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
21,651
shares
|
$11 Million
4.16% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
21,625
shares
|
$11 Million
3.28% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
21,623
shares
|
$11 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,620
shares
|
$11 Million
4.2% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
21,602
shares
|
$11 Million
2.14% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,593
shares
|
$11 Million
4.63% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
21,572
shares
|
$10.9 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
21,569
shares
|
$10.9 Million
1.13% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
21,563
shares
|
$10.9 Million
2.15% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
21,455
shares
|
$10.9 Million
4.04% of portfolio
|
Q3 2025
Added 40.32%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
21,442
shares
|
$10.9 Million
1.03% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
21,440
shares
|
$10.9 Million
2.95% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
21,431
shares
|
$10.9 Million
9.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
21,365
shares
|
$10.8 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
21,350
shares
|
$10.8 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
21,349
shares
|
$10.8 Million
2.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
21,349
shares
|
$10.8 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
21,300
shares
|
$10.8 Million
3.67% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
21,276
shares
|
$10.8 Million
2.19% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
21,251
shares
|
$10.8 Million
5.92% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
21,250
shares
|
$10.8 Million
1.89% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
21,230
shares
|
$10.8 Million
1.89% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
21,216
shares
|
$10.8 Million
6.7% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
21,201
shares
|
$10.8 Million
5.1% of portfolio
|
Q3 2025
Reduced 1.21%
|
|