Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dudley & Shanley, Inc.
|
Oct 08, 2025 Q3 2025 |
10,854
shares
|
$5.51 Million
0.93% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
10,844
shares
|
$5.5 Million
1.14% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,840
shares
|
$5.5 Million
1.7% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
10,838
shares
|
$5.5 Million
2.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
10,825
shares
|
$5.49 Million
2.99% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
10,820
shares
|
$5.49 Million
3.0% of portfolio
|
Q2 2025
Added 182.06%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
10,813
shares
|
$5.49 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
10,808
shares
|
$5.48 Million
5.9% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,805
shares
|
$5.48 Million
4.63% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
10,802
shares
|
$5.48 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Delphi Financial Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,800
shares
|
$5.48 Million
3.3% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
10,797
shares
|
$5.48 Million
2.61% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
10,794
shares
|
$5.48 Million
0.9% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
10,789
shares
|
$5.48 Million
0.88% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
10,785
shares
|
$5.47 Million
4.3% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,776
shares
|
$5.47 Million
3.31% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
10,772
shares
|
$5.47 Million
4.6% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
10,767
shares
|
$5.46 Million
1.72% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
10,760
shares
|
$5.46 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
10,757
shares
|
$5.46 Million
4.17% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
10,754
shares
|
$5.46 Million
0.68% of portfolio
|
Q3 2025
Reduced 51.67%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,752
shares
|
$5.46 Million
1.91% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,750
shares
|
$5.46 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
10,745
shares
|
$5.45 Million
2.31% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
10,743
shares
|
$5.45 Million
5.13% of portfolio
|
Q3 2025
Reduced 8.52%
|
|