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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
16,255
shares
|
$8.25 Million
2.7% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
16,248
shares
|
$8.25 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
16,248
shares
|
$8.25 Million
3.42% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
16,234
shares
|
$8.24 Million
1.1% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
16,227
shares
|
$8.24 Million
3.99% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
16,206
shares
|
$8.22 Million
5.5% of portfolio
|
Q3 2025
Reduced 24.71%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
16,190
shares
|
$8.22 Million
1.24% of portfolio
|
Q3 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,187
shares
|
$8.21 Million
7.24% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
16,181
shares
|
$8.21 Million
3.99% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
16,179
shares
|
$8.21 Million
2.61% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
16,176
shares
|
$8.21 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
16,170
shares
|
$8.21 Million
3.11% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
16,158
shares
|
$8.2 Million
1.91% of portfolio
|
Q3 2025
Added 5670.71%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
16,144
shares
|
$8.19 Million
1.26% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
16,139
shares
|
$8.19 Million
1.04% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
16,130
shares
|
$8.19 Million
4.99% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
16,127
shares
|
$8.18 Million
6.17% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
16,107
shares
|
$8.17 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
16,104
shares
|
$8.17 Million
1.14% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,104
shares
|
$8.17 Million
6.88% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
16,089
shares
|
$8.17 Million
1.52% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
16,067
shares
|
$8.15 Million
3.39% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,046
shares
|
$8.14 Million
1.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
16,044
shares
|
$8.14 Million
4.4% of portfolio
|
Q2 2023
Reduced 2.98%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
16,041
shares
|
$8.14 Million
4.14% of portfolio
|
Q4 2024
Added 0.04%
|
|