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 |
|---|---|---|---|---|---|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
5,732
shares
|
$2.91 Million
1.95% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,719
shares
|
$2.9 Million
2.31% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
5,708
shares
|
$2.9 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,697
shares
|
$2.89 Million
0.92% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
5,680
shares
|
$2.88 Million
1.13% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
5,679
shares
|
$2.88 Million
0.51% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
5,668
shares
|
$2.88 Million
2.58% of portfolio
|
Q3 2025
Reduced 66.44%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
5,664
shares
|
$2.87 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
5,657
shares
|
$2.87 Million
1.73% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
5,656
shares
|
$2.87 Million
1.24% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,649
shares
|
$2.87 Million
3.46% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
5,643
shares
|
$2.86 Million
0.97% of portfolio
|
Q3 2025
Reduced 34.81%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
5,643
shares
|
$2.86 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
5,643
shares
|
$2.86 Million
0.48% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,639
shares
|
$2.86 Million
1.44% of portfolio
|
Q3 2025
Added 72.24%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
5,637
shares
|
$2.86 Million
1.0% of portfolio
|
Q3 2025
Added 28.9%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
5,635
shares
|
$2.86 Million
1.67% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,629
shares
|
$2.86 Million
0.86% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,627
shares
|
$2.86 Million
2.17% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,627
shares
|
$2.86 Million
0.71% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,625
shares
|
$2.85 Million
1.31% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
5,620
shares
|
$2.85 Million
0.37% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,617
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
5,610
shares
|
$2.85 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,598
shares
|
$2.84 Million
3.09% of portfolio
|
Q3 2023
Reduced 24.34%
|
|