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 |
|---|---|---|---|---|---|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
4,011
shares
|
$2.04 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
4,010
shares
|
$2.04 Million
0.54% of portfolio
|
Q3 2025
Reduced 83.2%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
4,007
shares
|
$2.03 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
4,006
shares
|
$2.03 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
4,004
shares
|
$2.03 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
4,001
shares
|
$2.03 Million
1.11% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$2.03 Million
0.63% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
4,000
shares
|
$2.03 Million
1.84% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,998
shares
|
$2.03 Million
1.26% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,980
shares
|
$2.02 Million
1.09% of portfolio
|
Q2 2024
Reduced 76.81%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
3,975
shares
|
$2.02 Million
1.35% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
3,968
shares
|
$2.01 Million
0.98% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
3,966
shares
|
$2.01 Million
0.74% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
3,959
shares
|
$2.01 Million
0.61% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
3,958
shares
|
$2.01 Million
0.81% of portfolio
|
Q3 2025
Reduced 30.12%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
3,953
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
3,949
shares
|
$2 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
3,948
shares
|
$2 Million
0.36% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,948
shares
|
$2 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,937
shares
|
$2 Million
0.98% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,927
shares
|
$1.99 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
3,922
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$1.99 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
3,921
shares
|
$1.99 Million
1.13% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
3,920
shares
|
$1.99 Million
1.35% of portfolio
|
Q3 2025
Added 4.9%
|
|