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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
5,185
shares
|
$2.63 Million
0.67% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
5,182
shares
|
$2.63 Million
1.56% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$2.63 Million
2.88% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
5,160
shares
|
$2.62 Million
0.99% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Nov 17, 2025 Q3 2025 |
5,144
shares
|
$2.61 Million
2.06% of portfolio
|
Q3 2025
Reduced 59.64%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
5,143
shares
|
$2.61 Million
2.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
5,138
shares
|
$2.61 Million
1.95% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
5,137
shares
|
$2.61 Million
0.38% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$2.61 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,126
shares
|
$2.6 Million
1.33% of portfolio
|
Q1 2025
Reduced 67.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
5,124
shares
|
$2.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
5,122
shares
|
$2.6 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,115
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Nov 12, 2025 Q3 2025 |
5,107
shares
|
$2.59 Million
8.63% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
5,103
shares
|
$2.59 Million
1.9% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,102
shares
|
$2.59 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
5,097
shares
|
$2.59 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
5,088
shares
|
$2.58 Million
1.82% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$2.58 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
5,076
shares
|
$2.58 Million
0.9% of portfolio
|
Q3 2025
Added 29.85%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
5,073
shares
|
$2.57 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
5,063
shares
|
$2.57 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
5,060
shares
|
$2.57 Million
1.12% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,055
shares
|
$2.57 Million
2.98% of portfolio
|
Q3 2025
Reduced 13.1%
|
|