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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,995
shares
|
$3.04 Million
1.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
5,978
shares
|
$3.03 Million
1.61% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,975
shares
|
$3.03 Million
0.85% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,972
shares
|
$3.03 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,970
shares
|
$3.03 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,964
shares
|
$3.03 Million
1.71% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
5,957
shares
|
$3.02 Million
1.23% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
5,945
shares
|
$3.02 Million
1.11% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
5,944
shares
|
$3.02 Million
0.66% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
5,941
shares
|
$3.01 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
5,936
shares
|
$3.01 Million
2.51% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,926
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
5,914
shares
|
$3 Million
0.87% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
5,912
shares
|
$3 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,898
shares
|
$2.99 Million
0.37% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,897
shares
|
$2.99 Million
0.63% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
5,889
shares
|
$2.99 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
5,886
shares
|
$2.99 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
5,883
shares
|
$2.99 Million
1.9% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
5,882
shares
|
$2.99 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
5,881
shares
|
$2.98 Million
1.86% of portfolio
|
Q3 2025
Added 190.71%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,876
shares
|
$2.98 Million
0.5% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5,863
shares
|
$2.98 Million
2.35% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
5,861
shares
|
$2.97 Million
2.06% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
5,854
shares
|
$2.97 Million
1.16% of portfolio
|
Q3 2025
Added 0.31%
|
|