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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
14,601
shares
|
$7.41 Million
1.04% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
14,593
shares
|
$7.41 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
14,586
shares
|
$7.4 Million
3.23% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
14,565
shares
|
$7.39 Million
1.78% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
14,537
shares
|
$7.38 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 06, 2026 Q4 2025 |
14,525
shares
|
$7.37 Million
3.49% of portfolio
|
Q4 2025
Reduced 3.17%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,521
shares
|
$7.37 Million
0.78% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
14,517
shares
|
$7.37 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
14,515
shares
|
$7.37 Million
1.77% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
14,509
shares
|
$7.36 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
14,504
shares
|
$7.36 Million
1.05% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
14,492
shares
|
$7.35 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
14,488
shares
|
$7.35 Million
4.09% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
14,474
shares
|
$7.35 Million
4.64% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
14,472
shares
|
$7.34 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
14,457
shares
|
$7.34 Million
1.63% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
14,450
shares
|
$7.33 Million
5.45% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
14,442
shares
|
$7.33 Million
2.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
14,416
shares
|
$7.32 Million
2.03% of portfolio
|
Q3 2023
Reduced 27.66%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
14,415
shares
|
$7.32 Million
1.28% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
14,414
shares
|
$7.31 Million
4.94% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
14,381
shares
|
$7.3 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
14,376
shares
|
$7.3 Million
1.52% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Myriad Asset Management Us LP
|
Oct 30, 2025 Q3 2025 |
14,375
shares
|
$7.3 Million
4.38% of portfolio
|
Q3 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
14,373
shares
|
$7.29 Million
0.62% of portfolio
|
Q3 2025
Added 7.41%
|
|