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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,636
shares
|
$3.88 Million
1.92% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
7,634
shares
|
$3.87 Million
3.06% of portfolio
|
Q3 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,633
shares
|
$3.87 Million
3.58% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
7,620
shares
|
$3.87 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
7,612
shares
|
$3.86 Million
1.68% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,611
shares
|
$3.86 Million
0.97% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,610
shares
|
$3.86 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
7,605
shares
|
$3.86 Million
2.08% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
7,601
shares
|
$3.86 Million
1.08% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
7,597
shares
|
$3.86 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
7,592
shares
|
$3.85 Million
2.12% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
7,588
shares
|
$3.85 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
7,583
shares
|
$3.85 Million
1.11% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
7,580
shares
|
$3.85 Million
0.48% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
7,566
shares
|
$3.84 Million
2.33% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
7,550
shares
|
$3.83 Million
1.22% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,543
shares
|
$3.83 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
7,539
shares
|
$3.83 Million
2.4% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
7,536
shares
|
$3.82 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
7,531
shares
|
$3.82 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
7,528
shares
|
$3.82 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
7,527
shares
|
$3.82 Million
3.71% of portfolio
|
Q3 2022
Added 10.08%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
7,524
shares
|
$3.82 Million
2.45% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Integrated Financial Solutions, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
7,504
shares
|
$3.81 Million
3.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
7,498
shares
|
$3.81 Million
1.25% of portfolio
|
Q3 2025
Added 67.22%
|
|