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 |
|---|---|---|---|---|---|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,596
shares
|
$2.84 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
5,595
shares
|
$2.84 Million
0.71% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
5,594
shares
|
$2.84 Million
1.3% of portfolio
|
Q3 2025
Added 203.69%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
5,589
shares
|
$2.84 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
5,565
shares
|
$2.82 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
5,545
shares
|
$2.81 Million
1.34% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
5,542
shares
|
$2.81 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,542
shares
|
$2.81 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
5,538
shares
|
$2.81 Million
0.38% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
5,533
shares
|
$2.81 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,526
shares
|
$2.8 Million
0.75% of portfolio
|
Q3 2025
Reduced 48.82%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,515
shares
|
$2.8 Million
1.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,514
shares
|
$2.8 Million
0.27% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
5,512
shares
|
$2.8 Million
1.28% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
5,512
shares
|
$2.8 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
5,506
shares
|
$2.79 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Capital Management Associates
New York, NY |
Nov 05, 2025 Q3 2025 |
5,500
shares
|
$2.79 Million
4.91% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
5,494
shares
|
$2.79 Million
3.3% of portfolio
|
Q3 2025
Added 63.85%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.79 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
5,482
shares
|
$2.78 Million
1.38% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,479
shares
|
$2.78 Million
1.12% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
5,463
shares
|
$2.77 Million
2.24% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.77 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
5,458
shares
|
$2.77 Million
1.16% of portfolio
|
Q3 2025
Reduced 7.93%
|
|