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 |
|---|---|---|---|---|---|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,842
shares
|
$2.46 Million
6.49% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
4,834
shares
|
$2.45 Million
0.34% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
4,833
shares
|
$2.45 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,830
shares
|
$2.45 Million
1.41% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
4,830
shares
|
$2.45 Million
5.43% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
4,828
shares
|
$2.45 Million
1.64% of portfolio
|
Q3 2025
Added 44.85%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
4,823
shares
|
$2.45 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
4,822
shares
|
$2.45 Million
0.59% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
4,822
shares
|
$2.45 Million
2.49% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
4,820
shares
|
$2.45 Million
1.67% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
4,818
shares
|
$2.45 Million
1.63% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
4,817
shares
|
$2.44 Million
0.5% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
4,817
shares
|
$2.44 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,816
shares
|
$2.44 Million
0.52% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,815
shares
|
$2.44 Million
2.42% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,813
shares
|
$2.44 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
4,805
shares
|
$2.44 Million
1.36% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,802
shares
|
$2.44 Million
1.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
4,802
shares
|
$2.44 Million
1.5% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,797
shares
|
$2.43 Million
0.7% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
4,792
shares
|
$2.43 Million
1.94% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,784
shares
|
$2.43 Million
0.49% of portfolio
|
Q2 2022
Reduced 89.94%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
4,784
shares
|
$2.43 Million
0.38% of portfolio
|
Q3 2025
Added 155.97%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
4,778
shares
|
$2.42 Million
1.79% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
4,777
shares
|
$2.42 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.52%
|
|