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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
5,306
shares
|
$2.69 Million
4.72% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
5,295
shares
|
$2.69 Million
0.15% of portfolio
|
Q3 2025
Added 276.6%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
5,295
shares
|
$2.69 Million
3.27% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$2.68 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
5,268
shares
|
$2.67 Million
3.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
5,264
shares
|
$2.67 Million
0.87% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,263
shares
|
$2.67 Million
0.56% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
5,254
shares
|
$2.67 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
5,251
shares
|
$2.66 Million
1.44% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
5,250
shares
|
$2.66 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,245
shares
|
$2.66 Million
0.95% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
5,244
shares
|
$2.66 Million
0.74% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
5,240
shares
|
$2.66 Million
2.4% of portfolio
|
Q3 2025
Added 146.94%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
5,238
shares
|
$2.66 Million
1.42% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
5,237
shares
|
$2.66 Million
0.72% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
5,235
shares
|
$2.66 Million
0.2% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,215
shares
|
$2.65 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
5,215
shares
|
$2.65 Million
1.46% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
5,212
shares
|
$2.65 Million
0.74% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
5,211
shares
|
$2.64 Million
0.85% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2025 Q3 2025 |
5,206
shares
|
$2.64 Million
0.88% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
5,203
shares
|
$2.64 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,200
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,189
shares
|
$2.63 Million
2.02% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,186
shares
|
$2.63 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|