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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
5,458
shares
|
$2.77 Million
0.56% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
5,457
shares
|
$2.77 Million
1.51% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
5,456
shares
|
$2.77 Million
2.42% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
5,450
shares
|
$2.77 Million
4.1% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 17, 2025 Q3 2025 |
5,442
shares
|
$2.76 Million
2.11% of portfolio
|
Q3 2025
Added 84.04%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,425
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
5,423
shares
|
$2.75 Million
2.23% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,422
shares
|
$2.75 Million
1.4% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
5,421
shares
|
$2.75 Million
1.01% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
5,415
shares
|
$2.75 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
5,409
shares
|
$2.75 Million
0.65% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
5,406
shares
|
$2.74 Million
0.46% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
5,397
shares
|
$2.74 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.72 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
5,363
shares
|
$2.72 Million
2.1% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Eleva Capital Sas
Paris, I0 |
Nov 10, 2025 Q3 2025 |
5,363
shares
|
$2.72 Million
0.73% of portfolio
|
Q3 2025
Reduced 67.22%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
5,361
shares
|
$2.72 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
5,354
shares
|
$2.72 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
5,351
shares
|
$2.72 Million
1.84% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
5,350
shares
|
$2.72 Million
0.33% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
5,349
shares
|
$2.71 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,347
shares
|
$2.71 Million
2.7% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5,337
shares
|
$2.71 Million
0.71% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
5,308
shares
|
$2.69 Million
0.88% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
5,306
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 48.92%
|
|