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 |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
6,912
shares
|
$3.51 Million
2.1% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,911
shares
|
$3.51 Million
1.22% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,908
shares
|
$3.51 Million
1.7% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
6,903
shares
|
$3.5 Million
0.53% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,900
shares
|
$3.5 Million
1.82% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
6,896
shares
|
$3.5 Million
1.62% of portfolio
|
Q3 2025
Added 75.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
6,882
shares
|
$3.49 Million
1.87% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
6,874
shares
|
$3.49 Million
1.16% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,872
shares
|
$3.49 Million
0.98% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
6,871
shares
|
$3.49 Million
1.5% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
6,867
shares
|
$3.48 Million
0.62% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,864
shares
|
$3.48 Million
0.77% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
6,861
shares
|
$3.48 Million
2.17% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
6,857
shares
|
$3.48 Million
2.15% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
6,855
shares
|
$3.48 Million
2.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
6,847
shares
|
$3.47 Million
0.95% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,838
shares
|
$3.47 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
6,821
shares
|
$3.46 Million
2.74% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
6,819
shares
|
$3.46 Million
1.19% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
6,814
shares
|
$3.46 Million
2.33% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
6,810
shares
|
$3.46 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
6,794
shares
|
$3.45 Million
2.08% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,782
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
6,781
shares
|
$3.44 Million
1.82% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
6,780
shares
|
$3.44 Million
1.98% of portfolio
|
Q3 2025
Added 9.14%
|
|