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 |
|---|---|---|---|---|---|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$2.21 Million
1.76% of portfolio
|
Q3 2025
Added 814.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,355
shares
|
$2.21 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
4,349
shares
|
$2.21 Million
1.29% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,341
shares
|
$2.2 Million
0.63% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
4,329
shares
|
$2.2 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
4,329
shares
|
$2.2 Million
1.47% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
4,323
shares
|
$2.19 Million
0.22% of portfolio
|
Q3 2025
Added 29.08%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
4,316
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
4,309
shares
|
$2.19 Million
1.99% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
4,305
shares
|
$2.18 Million
1.18% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
4,301
shares
|
$2.18 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
4,300
shares
|
$2.18 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
4,299
shares
|
$2.18 Million
1.41% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$2.18 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
4,288
shares
|
$2.18 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
4,288
shares
|
$2.18 Million
1.79% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
4,283
shares
|
$2.17 Million
2.38% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
4,281
shares
|
$2.17 Million
2.1% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
4,270
shares
|
$2.17 Million
1.45% of portfolio
|
Q3 2025
Reduced 49.23%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
4,270
shares
|
$2.17 Million
1.58% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
4,269
shares
|
$2.17 Million
1.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
4,269
shares
|
$2.17 Million
1.07% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
4,267
shares
|
$2.17 Million
0.32% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
4,265
shares
|
$2.16 Million
1.26% of portfolio
|
Q4 2023
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,265
shares
|
$2.16 Million
0.45% of portfolio
|
Q2 2025
Added 14.01%
|
|