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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,493
shares
|
$3.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
7,482
shares
|
$3.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
7,463
shares
|
$3.79 Million
1.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
7,460
shares
|
$3.79 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
7,453
shares
|
$3.78 Million
1.16% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
7,448
shares
|
$3.78 Million
6.58% of portfolio
|
Q3 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,442
shares
|
$3.78 Million
1.74% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,438
shares
|
$3.77 Million
1.14% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Connective Portfolio Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,424
shares
|
$3.77 Million
7.07% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
7,394
shares
|
$3.75 Million
0.72% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
7,390
shares
|
$3.75 Million
0.58% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,375
shares
|
$3.74 Million
1.23% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,374
shares
|
$3.74 Million
1.11% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
7,366
shares
|
$3.74 Million
5.48% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
7,360
shares
|
$3.74 Million
2.2% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
7,354
shares
|
$3.73 Million
0.87% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,346
shares
|
$3.73 Million
2.15% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
7,345
shares
|
$3.73 Million
1.93% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 21, 2025 Q3 2025 |
7,341
shares
|
$3.73 Million
1.68% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Nov 10, 2025 Q3 2025 |
7,339
shares
|
$3.72 Million
2.56% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,337
shares
|
$3.72 Million
0.87% of portfolio
|
Q1 2023
Reduced 0.77%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
7,335
shares
|
$3.72 Million
1.34% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
7,331
shares
|
$3.72 Million
1.58% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,327
shares
|
$3.72 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
7,326
shares
|
$3.72 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.61%
|
|