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 |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
7,324
shares
|
$3.72 Million
1.42% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,323
shares
|
$3.72 Million
0.79% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
7,318
shares
|
$3.71 Million
1.31% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,318
shares
|
$3.71 Million
1.73% of portfolio
|
Q3 2023
Added 19.42%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
7,317
shares
|
$3.71 Million
1.6% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
7,284
shares
|
$3.7 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
7,283
shares
|
$3.7 Million
0.82% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
7,280
shares
|
$3.69 Million
0.61% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
7,268
shares
|
$3.69 Million
0.95% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
7,265
shares
|
$3.69 Million
2.26% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
7,263
shares
|
$3.69 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
7,261
shares
|
$3.68 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
7,260
shares
|
$3.68 Million
1.26% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
7,260
shares
|
$3.68 Million
0.86% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
7,252
shares
|
$3.68 Million
2.27% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,245
shares
|
$3.68 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,245
shares
|
$3.68 Million
2.11% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
7,242
shares
|
$3.68 Million
1.08% of portfolio
|
Q1 2023
Reduced 11.7%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,240
shares
|
$3.67 Million
2.32% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
7,240
shares
|
$3.67 Million
2.76% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
7,233
shares
|
$3.67 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
7,223
shares
|
$3.67 Million
0.54% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
7,222
shares
|
$3.67 Million
2.92% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
7,216
shares
|
$3.66 Million
0.21% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
7,214
shares
|
$3.66 Million
2.99% of portfolio
|
Q3 2025
Reduced 3.7%
|
|