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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
4,562
shares
|
$2.32 Million
1.44% of portfolio
|
Q3 2025
Reduced 91.34%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
4,561
shares
|
$2.31 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
4,560
shares
|
$2.31 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
4,559
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
4,550
shares
|
$2.31 Million
1.69% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$2.31 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
4,548
shares
|
$2.31 Million
0.81% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
4,548
shares
|
$2.31 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
4,541
shares
|
$2.3 Million
0.68% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
4,535
shares
|
$2.3 Million
1.31% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
4,525
shares
|
$2.3 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
4,523
shares
|
$2.3 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,522
shares
|
$2.29 Million
0.51% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,507
shares
|
$2.29 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
4,506
shares
|
$2.29 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$2.29 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,504
shares
|
$2.29 Million
2.28% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Optimas Capital LTD
Central, K3 |
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$2.28 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,498
shares
|
$2.28 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
4,498
shares
|
$2.28 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$2.28 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
4,460
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,460
shares
|
$2.26 Million
1.33% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
4,455
shares
|
$2.26 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,455
shares
|
$2.26 Million
2.87% of portfolio
|
Q3 2025
Added 3.97%
|
|