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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
20,686
shares
|
$10.5 Million
1.13% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
20,666
shares
|
$10.5 Million
3.54% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,652
shares
|
$10.5 Million
1.62% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
20,627
shares
|
$10.5 Million
3.49% of portfolio
|
Q1 2023
Reduced 6.33%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
20,623
shares
|
$10.5 Million
8.38% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
20,586
shares
|
$10.4 Million
4.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
20,581
shares
|
$10.4 Million
0.95% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
20,576
shares
|
$10.4 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
20,544
shares
|
$10.4 Million
4.98% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
20,523
shares
|
$10.4 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
20,521
shares
|
$10.4 Million
3.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,515
shares
|
$10.4 Million
0.9% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
20,508
shares
|
$10.4 Million
4.44% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
20,500
shares
|
$10.4 Million
2.84% of portfolio
|
Q3 2025
Added 2712.07%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20,496
shares
|
$10.4 Million
1.3% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
20,491
shares
|
$10.4 Million
3.89% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
20,485
shares
|
$10.4 Million
4.4% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
20,456
shares
|
$10.4 Million
3.06% of portfolio
|
Q4 2025
Added 5.15%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
20,451
shares
|
$10.4 Million
5.61% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
20,439
shares
|
$10.4 Million
9.44% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,406
shares
|
$10.4 Million
6.95% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
20,389
shares
|
$10.3 Million
3.45% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
20,387
shares
|
$10.3 Million
0.39% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
20,386
shares
|
$10.3 Million
4.15% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
20,372
shares
|
$10.3 Million
6.61% of portfolio
|
Q3 2025
Reduced 0.07%
|
|