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 |
|---|---|---|---|---|---|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
9,443
shares
|
$4.79 Million
3.46% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
9,433
shares
|
$4.79 Million
0.39% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
9,420
shares
|
$4.78 Million
0.51% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
9,413
shares
|
$4.78 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
9,400
shares
|
$4.77 Million
2.37% of portfolio
|
Q3 2023
Reduced 76.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,396
shares
|
$4.77 Million
1.85% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,385
shares
|
$4.76 Million
0.25% of portfolio
|
Q3 2025
Added 34.13%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,384
shares
|
$4.76 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
9,381
shares
|
$4.76 Million
1.96% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
9,376
shares
|
$4.76 Million
2.91% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
9,365
shares
|
$4.75 Million
2.7% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
9,352
shares
|
$4.75 Million
2.93% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
9,340
shares
|
$4.74 Million
0.19% of portfolio
|
Q3 2025
Added 50.86%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
9,334
shares
|
$4.74 Million
4.05% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
9,328
shares
|
$4.73 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,326
shares
|
$4.73 Million
5.55% of portfolio
|
Q3 2025
Reduced 60.78%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
9,326
shares
|
$4.73 Million
1.6% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
9,325
shares
|
$4.73 Million
2.25% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
9,317
shares
|
$4.73 Million
0.75% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
9,309
shares
|
$4.72 Million
2.4% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
9,296
shares
|
$4.72 Million
0.4% of portfolio
|
Q3 2025
Reduced 69.45%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
9,292
shares
|
$4.72 Million
2.1% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
9,288
shares
|
$4.71 Million
2.81% of portfolio
|
Q3 2025
Added 106.68%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
9,283
shares
|
$4.71 Million
3.01% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,282
shares
|
$4.71 Million
3.47% of portfolio
|
Q3 2022
Added 2.46%
|
|