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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,703
shares
|
$4.42 Million
1.46% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
8,698
shares
|
$4.41 Million
3.48% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
8,696
shares
|
$4.41 Million
2.78% of portfolio
|
Q3 2025
Reduced 37.94%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,692
shares
|
$4.41 Million
0.81% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
8,689
shares
|
$4.41 Million
0.48% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
8,676
shares
|
$4.4 Million
1.91% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
8,667
shares
|
$4.4 Million
1.66% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
8,662
shares
|
$4.4 Million
3.27% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
8,658
shares
|
$4.39 Million
2.27% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
8,647
shares
|
$4.39 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
8,636
shares
|
$4.38 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
8,626
shares
|
$4.38 Million
3.49% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
8,625
shares
|
$4.38 Million
3.59% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
8,625
shares
|
$4.38 Million
3.03% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
8,624
shares
|
$4.38 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
8,624
shares
|
$4.38 Million
0.14% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
8,614
shares
|
$4.37 Million
2.98% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
8,611
shares
|
$4.37 Million
1.15% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
8,602
shares
|
$4.37 Million
0.78% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,589
shares
|
$4.36 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Nov 13, 2025 Q3 2025 |
8,573
shares
|
$4.35 Million
0.31% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,567
shares
|
$4.35 Million
0.72% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
8,562
shares
|
$4.35 Million
2.21% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
8,540
shares
|
$4.33 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
8,519
shares
|
$4.32 Million
2.57% of portfolio
|
Q3 2025
Reduced 22.98%
|
|