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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,518
shares
|
$4.32 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
8,511
shares
|
$4.32 Million
0.52% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
8,508
shares
|
$4.32 Million
0.78% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
8,501
shares
|
$4.31 Million
1.56% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
8,494
shares
|
$4.31 Million
0.77% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
8,493
shares
|
$4.31 Million
1.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,489
shares
|
$4.31 Million
3.24% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
8,480
shares
|
$4.3 Million
1.87% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
8,474
shares
|
$4.3 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
8,474
shares
|
$4.3 Million
2.8% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
8,457
shares
|
$4.29 Million
0.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
8,451
shares
|
$4.29 Million
2.96% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
8,440
shares
|
$4.28 Million
1.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
8,435
shares
|
$4.28 Million
2.54% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
8,424
shares
|
$4.28 Million
0.83% of portfolio
|
Q3 2025
Reduced 50.29%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
8,424
shares
|
$4.28 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
8,416
shares
|
$4.27 Million
3.12% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
8,412
shares
|
$4.27 Million
4.29% of portfolio
|
Q3 2025
Reduced 42.72%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
8,410
shares
|
$4.27 Million
0.96% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
8,385
shares
|
$4.26 Million
2.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
8,357
shares
|
$4.24 Million
4.71% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
8,353
shares
|
$4.24 Million
1.2% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
8,348
shares
|
$4.24 Million
1.48% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
8,344
shares
|
$4.23 Million
1.98% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
8,342
shares
|
$4.23 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.02%
|
|