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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
4,262
shares
|
$2.16 Million
1.04% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,261
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
4,257
shares
|
$2.16 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
4,250
shares
|
$2.16 Million
1.75% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
4,248
shares
|
$2.16 Million
1.25% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
4,246
shares
|
$2.15 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,244
shares
|
$2.15 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
4,239
shares
|
$2.15 Million
1.52% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
4,235
shares
|
$2.15 Million
1.84% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
4,234
shares
|
$2.15 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,234
shares
|
$2.15 Million
0.85% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
4,232
shares
|
$2.15 Million
0.76% of portfolio
|
Q3 2025
Reduced 34.84%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
4,231
shares
|
$2.15 Million
1.52% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
4,229
shares
|
$2.15 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
4,227
shares
|
$2.15 Million
1.38% of portfolio
|
Q3 2025
Reduced 40.86%
|
|
|
Jvl Associates LLC
|
Oct 10, 2025 Q3 2025 |
4,217
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
4,215
shares
|
$2.14 Million
0.46% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,212
shares
|
$2.14 Million
1.07% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
4,211
shares
|
$2.14 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
4,200
shares
|
$2.13 Million
2.83% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
4,194
shares
|
$2.13 Million
1.56% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$2.13 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,193
shares
|
$2.13 Million
1.39% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$2.13 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
4,190
shares
|
$2.13 Million
1.26% of portfolio
|
Q3 2025
Reduced 4.36%
|
|