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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
6,316
shares
|
$3.21 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
6,314
shares
|
$3.2 Million
1.43% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
6,312
shares
|
$3.2 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,312
shares
|
$3.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
6,304
shares
|
$3.2 Million
1.22% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,295
shares
|
$3.19 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
6,291
shares
|
$3.19 Million
2.2% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,291
shares
|
$3.19 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
6,289
shares
|
$3.19 Million
3.22% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
6,286
shares
|
$3.19 Million
0.94% of portfolio
|
Q3 2025
Reduced 39.65%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
6,285
shares
|
$3.19 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
6,279
shares
|
$3.19 Million
1.95% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
6,254
shares
|
$3.17 Million
0.42% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,253
shares
|
$3.17 Million
0.89% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$3.17 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
6,250
shares
|
$3.17 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
6,246
shares
|
$3.17 Million
1.02% of portfolio
|
Q3 2022
Added 13.6%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
6,229
shares
|
$3.16 Million
2.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$3.16 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
6,223
shares
|
$3.16 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,223
shares
|
$3.16 Million
1.23% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
6,221
shares
|
$3.16 Million
0.84% of portfolio
|
Q3 2025
Reduced 46.05%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
6,220
shares
|
$3.16 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
6,209
shares
|
$3.15 Million
1.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
6,205
shares
|
$3.15 Million
1.28% of portfolio
|
Q3 2025
Reduced 9.03%
|
|