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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,279
shares
|
$4.71 Million
0.91% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,276
shares
|
$4.71 Million
0.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
9,274
shares
|
$4.71 Million
2.83% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
9,262
shares
|
$4.7 Million
0.77% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
9,250
shares
|
$4.69 Million
1.85% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
9,240
shares
|
$4.69 Million
2.26% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
9,225
shares
|
$4.68 Million
3.04% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
9,222
shares
|
$4.68 Million
1.47% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
9,220
shares
|
$4.68 Million
2.25% of portfolio
|
Q3 2025
New holding
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
9,218
shares
|
$4.68 Million
2.75% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
9,218
shares
|
$4.68 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,201
shares
|
$4.67 Million
2.84% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
9,189
shares
|
$4.66 Million
3.24% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
9,177
shares
|
$4.66 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
9,176
shares
|
$4.66 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,163
shares
|
$4.65 Million
0.42% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
9,156
shares
|
$4.65 Million
1.9% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,151
shares
|
$4.64 Million
1.42% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
9,144
shares
|
$4.64 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
9,144
shares
|
$4.64 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$4.63 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
9,113
shares
|
$4.62 Million
0.7% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
9,112
shares
|
$4.62 Million
4.37% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
9,103
shares
|
$4.62 Million
3.08% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
9,100
shares
|
$4.62 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.0%
|
|