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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$1.99 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
3,910
shares
|
$1.98 Million
0.66% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,906
shares
|
$1.98 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
3,905
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
3,899
shares
|
$1.98 Million
0.56% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
3,891
shares
|
$1.97 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.97 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
3,874
shares
|
$1.97 Million
0.66% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
3,872
shares
|
$1.97 Million
1.42% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.96 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
3,863
shares
|
$1.96 Million
0.9% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
3,861
shares
|
$1.96 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
3,861
shares
|
$1.96 Million
1.97% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Spg Advisors LLC
Kirkland, WA |
Nov 14, 2025 Q3 2025 |
3,858
shares
|
$1.96 Million
22.99% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.95 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,843
shares
|
$1.95 Million
0.52% of portfolio
|
Q3 2025
Added 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
3,834
shares
|
$1.95 Million
0.36% of portfolio
|
Q3 2025
Reduced 45.99%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,832
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,829
shares
|
$1.94 Million
1.19% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
3,827
shares
|
$1.94 Million
1.43% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
3,826
shares
|
$1.94 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
3,823
shares
|
$1.94 Million
1.37% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,817
shares
|
$1.94 Million
3.21% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
3,812
shares
|
$1.93 Million
0.99% of portfolio
|
Q3 2025
Reduced 22.16%
|
|