Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 |
|---|---|---|---|---|---|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
16,702
shares
|
$8.48 Million
5.25% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
16,666
shares
|
$8.46 Million
3.22% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
Nov 12, 2025 Q3 2025 |
16,659
shares
|
$8.45 Million
2.83% of portfolio
|
Q3 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
16,657
shares
|
$8.45 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
16,654
shares
|
$8.45 Million
3.86% of portfolio
|
Q3 2025
Reduced 16.53%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
16,647
shares
|
$8.45 Million
7.23% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,640
shares
|
$8.44 Million
1.36% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
16,629
shares
|
$8.44 Million
1.29% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
16,615
shares
|
$8.43 Million
1.67% of portfolio
|
Q3 2025
Added 130.22%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
16,615
shares
|
$8.43 Million
1.66% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
16,615
shares
|
$8.43 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,584
shares
|
$8.42 Million
2.7% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
16,574
shares
|
$8.41 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
16,571
shares
|
$8.41 Million
1.11% of portfolio
|
Q3 2025
Reduced 59.31%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
16,569
shares
|
$8.41 Million
0.94% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
16,562
shares
|
$8.41 Million
7.14% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
16,553
shares
|
$8.4 Million
1.44% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
16,550
shares
|
$8.4 Million
1.73% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,529
shares
|
$8.39 Million
0.54% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
16,521
shares
|
$8.38 Million
5.67% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,516
shares
|
$8.38 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
16,509
shares
|
$8.38 Million
1.45% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,501
shares
|
$8.37 Million
2.35% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
16,501
shares
|
$8.37 Million
2.91% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,495
shares
|
$8.37 Million
2.08% of portfolio
|
Q3 2025
Reduced 5.51%
|
|