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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
14,111
shares
|
$7.16 Million
4.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
14,097
shares
|
$7.15 Million
3.81% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
14,089
shares
|
$7.15 Million
1.17% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
14,078
shares
|
$7.14 Million
2.83% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
14,038
shares
|
$7.12 Million
2.17% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,035
shares
|
$7.12 Million
5.88% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
14,024
shares
|
$7.12 Million
2.9% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
14,019
shares
|
$7.11 Million
6.31% of portfolio
|
Q4 2025
Reduced 9.22%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
14,017
shares
|
$7.11 Million
4.14% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
13,966
shares
|
$7.09 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
13,938
shares
|
$7.07 Million
3.07% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
13,937
shares
|
$7.07 Million
6.24% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,924
shares
|
$7.07 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
13,922
shares
|
$7.07 Million
0.24% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
13,917
shares
|
$7.06 Million
4.65% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
13,915
shares
|
$7.06 Million
3.98% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
13,911
shares
|
$7.06 Million
3.81% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
13,897
shares
|
$7.05 Million
0.8% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
13,895
shares
|
$7.05 Million
2.22% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
13,872
shares
|
$7.04 Million
0.59% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
13,864
shares
|
$7.04 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
13,860
shares
|
$7.03 Million
2.55% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,855
shares
|
$7.03 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
13,855
shares
|
$7.03 Million
1.69% of portfolio
|
Q3 2025
Reduced 50.54%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
13,821
shares
|
$7.01 Million
1.51% of portfolio
|
Q3 2025
Added 2.63%
|
|