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 |
|---|---|---|---|---|---|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
6,398
shares
|
$3.25 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
6,396
shares
|
$3.25 Million
2.65% of portfolio
|
Q3 2025
Added 42.45%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
6,393
shares
|
$3.24 Million
0.36% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
6,386
shares
|
$3.24 Million
2.9% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
6,381
shares
|
$3.24 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
6,375
shares
|
$3.24 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
6,364
shares
|
$3.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
6,364
shares
|
$3.23 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
6,362
shares
|
$3.23 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
6,357
shares
|
$3.23 Million
1.02% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
6,354
shares
|
$3.22 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
6,348
shares
|
$3.22 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
6,345
shares
|
$3.22 Million
0.28% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
6,339
shares
|
$3.22 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
6,339
shares
|
$3.22 Million
2.45% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,338
shares
|
$3.22 Million
0.54% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
6,335
shares
|
$3.21 Million
1.82% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
6,332
shares
|
$3.21 Million
1.3% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
6,332
shares
|
$3.21 Million
1.46% of portfolio
|
Q3 2025
Added 203.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
6,331
shares
|
$3.21 Million
2.19% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
6,326
shares
|
$3.21 Million
1.17% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
6,319
shares
|
$3.21 Million
1.3% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
6,319
shares
|
$3.21 Million
1.34% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
6,319
shares
|
$3.21 Million
2.39% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$3.21 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|