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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$5.23 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,291
shares
|
$5.22 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
10,284
shares
|
$5.22 Million
1.87% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
10,283
shares
|
$5.22 Million
0.37% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,278
shares
|
$5.22 Million
1.41% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$5.21 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
10,254
shares
|
$5.2 Million
1.15% of portfolio
|
Q3 2025
Added 130.53%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,243
shares
|
$5.2 Million
1.64% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,243
shares
|
$5.2 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
10,233
shares
|
$5.19 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
10,231
shares
|
$5.19 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$5.19 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
10,205
shares
|
$5.18 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10,202
shares
|
$5.18 Million
1.73% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
10,198
shares
|
$5.18 Million
3.59% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
10,177
shares
|
$5.16 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,165
shares
|
$5.16 Million
0.88% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
10,151
shares
|
$5.15 Million
3.59% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
10,142
shares
|
$5.15 Million
0.95% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
10,141
shares
|
$5.15 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
10,135
shares
|
$5.14 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
10,134
shares
|
$5.14 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
10,129
shares
|
$5.14 Million
4.23% of portfolio
|
Q2 2025
Reduced 25.72%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,117
shares
|
$5.13 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
10,110
shares
|
$5.13 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.62%
|
|