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 |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,508
shares
|
$3.3 Million
0.82% of portfolio
|
Q3 2025
Added 44.17%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
6,491
shares
|
$3.29 Million
0.8% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,483
shares
|
$3.29 Million
1.08% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
6,482
shares
|
$3.29 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
6,482
shares
|
$3.29 Million
0.98% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$3.29 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
6,479
shares
|
$3.29 Million
2.08% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
6,476
shares
|
$3.29 Million
0.78% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
6,466
shares
|
$3.28 Million
0.94% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
6,462
shares
|
$3.28 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,460
shares
|
$3.28 Million
0.77% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
6,459
shares
|
$3.28 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
6,436
shares
|
$3.27 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,435
shares
|
$3.27 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$3.27 Million
0.98% of portfolio
|
Q1 2022
Added 1.59%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,428
shares
|
$3.26 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
6,424
shares
|
$3.26 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
6,423
shares
|
$3.26 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
6,412
shares
|
$3.25 Million
1.41% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
6,412
shares
|
$3.25 Million
0.79% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
6,409
shares
|
$3.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
6,405
shares
|
$3.25 Million
3.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
6,404
shares
|
$3.25 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.1%
|
|