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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,924
shares
|
$5.04 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
9,923
shares
|
$5.04 Million
0.35% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,906
shares
|
$5.03 Million
0.3% of portfolio
|
Q3 2025
Reduced 70.08%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$5.02 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
9,886
shares
|
$5.02 Million
0.93% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
9,884
shares
|
$5.02 Million
0.56% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
9,867
shares
|
$5.01 Million
2.77% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,845
shares
|
$5 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
9,844
shares
|
$5 Million
0.95% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,842
shares
|
$4.99 Million
0.76% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
9,834
shares
|
$4.99 Million
1.71% of portfolio
|
Q2 2022
Reduced 36.78%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,834
shares
|
$4.99 Million
2.68% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
9,817
shares
|
$4.98 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$4.97 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
9,785
shares
|
$4.97 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
9,784
shares
|
$4.97 Million
2.01% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,775
shares
|
$4.96 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
9,772
shares
|
$4.96 Million
0.62% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
9,764
shares
|
$4.96 Million
1.18% of portfolio
|
Q3 2025
Added 34.53%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
9,755
shares
|
$4.95 Million
0.04% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
9,754
shares
|
$4.95 Million
3.51% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
9,747
shares
|
$4.95 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
9,745
shares
|
$4.95 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
9,744
shares
|
$4.94 Million
3.26% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 12, 2025 Q3 2025 |
9,735
shares
|
$4.94 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.93%
|
|