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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
16,041
shares
|
$8.14 Million
3.3% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
16,037
shares
|
$8.14 Million
5.3% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
16,034
shares
|
$8.14 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
16,023
shares
|
$8.13 Million
1.94% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
16,003
shares
|
$8.12 Million
0.8% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
15,992
shares
|
$8.12 Million
2.83% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
15,984
shares
|
$8.11 Million
1.74% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
15,983
shares
|
$8.11 Million
2.95% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
15,978
shares
|
$8.11 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
15,968
shares
|
$8.1 Million
3.35% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
15,966
shares
|
$8.1 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
15,948
shares
|
$8.09 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
15,937
shares
|
$8.09 Million
2.27% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,899
shares
|
$8.07 Million
0.74% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
15,876
shares
|
$8.06 Million
5.4% of portfolio
|
Q3 2025
Reduced 52.44%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
15,876
shares
|
$8.06 Million
8.34% of portfolio
|
Q3 2025
New holding
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
15,857
shares
|
$8.05 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,853
shares
|
$8.05 Million
1.73% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
15,849
shares
|
$8.04 Million
3.56% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
15,848
shares
|
$8.04 Million
3.23% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
15,826
shares
|
$8.03 Million
2.26% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
15,770
shares
|
$8 Million
5.45% of portfolio
|
Q3 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
15,766
shares
|
$8 Million
3.28% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
15,764
shares
|
$8 Million
1.83% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
15,761
shares
|
$8 Million
2.19% of portfolio
|
Q3 2025
Added 0.18%
|
|