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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
15,748
shares
|
$7.99 Million
3.24% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
15,743
shares
|
$7.99 Million
5.18% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
15,732
shares
|
$7.98 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
15,732
shares
|
$7.98 Million
5.64% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
15,731
shares
|
$7.98 Million
3.9% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
15,719
shares
|
$7.98 Million
4.45% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
15,718
shares
|
$7.98 Million
6.02% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
15,711
shares
|
$7.97 Million
3.99% of portfolio
|
Q3 2025
Reduced 12.49%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,706
shares
|
$7.97 Million
4.44% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
15,703
shares
|
$7.97 Million
4.53% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
15,702
shares
|
$7.97 Million
3.96% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
15,686
shares
|
$7.96 Million
3.35% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
15,664
shares
|
$7.95 Million
0.44% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
15,622
shares
|
$7.93 Million
1.6% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,618
shares
|
$7.93 Million
2.92% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
15,598
shares
|
$7.92 Million
1.1% of portfolio
|
Q4 2025
Added 44.57%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
15,589
shares
|
$7.91 Million
4.13% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
15,588
shares
|
$7.91 Million
5.06% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
15,572
shares
|
$7.9 Million
2.63% of portfolio
|
Q3 2025
Added 95.38%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,554
shares
|
$7.89 Million
2.77% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
15,541
shares
|
$7.89 Million
5.0% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,536
shares
|
$7.88 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
15,536
shares
|
$7.88 Million
3.69% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
15,523
shares
|
$7.88 Million
1.05% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
15,523
shares
|
$7.88 Million
3.3% of portfolio
|
Q3 2025
Added 9.74%
|
|