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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,189
shares
|
$2.13 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
4,188
shares
|
$2.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,186
shares
|
$2.12 Million
0.98% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
4,182
shares
|
$2.12 Million
1.24% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
4,178
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Oct 28, 2025 Q3 2025 |
4,177
shares
|
$2.12 Million
1.85% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
4,176
shares
|
$2.12 Million
1.41% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
4,172
shares
|
$2.12 Million
0.72% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,166
shares
|
$2.11 Million
1.56% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,166
shares
|
$2.11 Million
5.92% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
4,166
shares
|
$2.11 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,160
shares
|
$2.11 Million
0.95% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4,160
shares
|
$2.11 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
4,152
shares
|
$2.11 Million
1.04% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
4,152
shares
|
$2.11 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
4,151
shares
|
$2.11 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
4,151
shares
|
$2.11 Million
0.95% of portfolio
|
Q3 2025
Reduced 45.32%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
4,120
shares
|
$2.09 Million
1.87% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
4,116
shares
|
$2.09 Million
4.16% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
4,113
shares
|
$2.09 Million
1.71% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$2.09 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
4,107
shares
|
$2.08 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,101
shares
|
$2.08 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,099
shares
|
$2.08 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
4,098
shares
|
$2.08 Million
0.3% of portfolio
|
Q3 2025
Added 1.36%
|
|