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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,050
shares
|
$2.56 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
5,045
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
5,033
shares
|
$2.55 Million
1.22% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
5,030
shares
|
$2.55 Million
0.83% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,026
shares
|
$2.55 Million
0.62% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,025
shares
|
$2.55 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
5,023
shares
|
$2.55 Million
1.75% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,019
shares
|
$2.55 Million
1.58% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
5,018
shares
|
$2.55 Million
1.71% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
5,016
shares
|
$2.55 Million
0.97% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
5,014
shares
|
$2.54 Million
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
5,004
shares
|
$2.54 Million
2.56% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
5,002
shares
|
$2.54 Million
0.8% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Opus Investment Management Inc
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$2.54 Million
1.62% of portfolio
|
Q1 2020
Reduced 14.53%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
4,997
shares
|
$2.54 Million
2.57% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,994
shares
|
$2.53 Million
1.32% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
4,994
shares
|
$2.53 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,985
shares
|
$2.53 Million
2.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,975
shares
|
$2.52 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
4,971
shares
|
$2.52 Million
0.7% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
4,970
shares
|
$2.52 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
4,970
shares
|
$2.52 Million
2.42% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,969
shares
|
$2.52 Million
2.25% of portfolio
|
Q4 2022
Added 8.66%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
4,967
shares
|
$2.52 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
4,963
shares
|
$2.52 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.82%
|
|