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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
10,743
shares
|
$5.45 Million
3.07% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
10,743
shares
|
$5.45 Million
0.66% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
10,740
shares
|
$5.45 Million
2.48% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10,736
shares
|
$5.45 Million
2.07% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
10,730
shares
|
$5.45 Million
2.41% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
10,728
shares
|
$5.44 Million
4.47% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
10,724
shares
|
$5.44 Million
0.41% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
10,714
shares
|
$5.44 Million
0.87% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,700
shares
|
$5.43 Million
1.54% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
10,699
shares
|
$5.43 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
10,691
shares
|
$5.43 Million
1.53% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
10,690
shares
|
$5.43 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,677
shares
|
$5.42 Million
1.68% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
10,643
shares
|
$5.4 Million
1.7% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
10,630
shares
|
$5.39 Million
1.15% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 14, 2025 Q3 2025 |
10,623
shares
|
$5.39 Million
4.62% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
10,622
shares
|
$5.39 Million
2.66% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
10,617
shares
|
$5.39 Million
3.9% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
10,610
shares
|
$5.38 Million
0.48% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,600
shares
|
$5.38 Million
4.35% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
10,596
shares
|
$5.38 Million
10.06% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
10,588
shares
|
$5.37 Million
4.02% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
10,570
shares
|
$5.36 Million
2.93% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
10,560
shares
|
$5.36 Million
4.35% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
10,551
shares
|
$5.35 Million
1.1% of portfolio
|
Q3 2025
Reduced 14.67%
|
|