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 |
|---|---|---|---|---|---|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
4,963
shares
|
$2.52 Million
1.53% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
4,959
shares
|
$2.52 Million
3.08% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,957
shares
|
$2.52 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
4,930
shares
|
$2.5 Million
0.87% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
4,929
shares
|
$2.5 Million
1.43% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
4,928
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
4,917
shares
|
$2.5 Million
2.33% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
4,908
shares
|
$2.49 Million
0.61% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
4,906
shares
|
$2.49 Million
0.96% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,903
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
4,896
shares
|
$2.48 Million
1.4% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
4,889
shares
|
$2.48 Million
0.46% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
4,882
shares
|
$2.48 Million
1.43% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
4,878
shares
|
$2.48 Million
1.15% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
4,875
shares
|
$2.47 Million
1.29% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
4,872
shares
|
$2.47 Million
0.8% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
4,865
shares
|
$2.47 Million
0.34% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,865
shares
|
$2.47 Million
1.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
4,862
shares
|
$2.47 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,860
shares
|
$2.47 Million
1.33% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
4,859
shares
|
$2.47 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
4,855
shares
|
$2.46 Million
1.34% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
4,854
shares
|
$2.46 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,850
shares
|
$2.46 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
4,844
shares
|
$2.46 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|