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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.87 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
9,587
shares
|
$4.87 Million
1.48% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
9,579
shares
|
$4.86 Million
2.08% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
9,564
shares
|
$4.85 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,558
shares
|
$4.85 Million
3.56% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
9,554
shares
|
$4.85 Million
1.07% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
9,550
shares
|
$4.85 Million
0.65% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,549
shares
|
$4.85 Million
2.29% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.84 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
9,513
shares
|
$4.83 Million
1.18% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
9,505
shares
|
$4.82 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
9,503
shares
|
$4.82 Million
3.51% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
9,502
shares
|
$4.82 Million
4.84% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,501
shares
|
$4.82 Million
1.8% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
9,495
shares
|
$4.82 Million
4.1% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
9,481
shares
|
$4.81 Million
4.42% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
9,475
shares
|
$4.81 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,475
shares
|
$4.81 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,474
shares
|
$4.81 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
Nov 18, 2025 Q3 2025 |
9,472
shares
|
$4.81 Million
3.0% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,471
shares
|
$4.81 Million
3.52% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
9,468
shares
|
$4.8 Million
1.67% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
9,467
shares
|
$4.8 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,458
shares
|
$4.8 Million
1.49% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,448
shares
|
$4.79 Million
1.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|