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 |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
3,691
shares
|
$1.87 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
3,687
shares
|
$1.87 Million
0.92% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
3,685
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,682
shares
|
$1.87 Million
1.31% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
3,679
shares
|
$1.87 Million
0.66% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,677
shares
|
$1.87 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
3,676
shares
|
$1.87 Million
0.79% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.87 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
3,671
shares
|
$1.86 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
3,670
shares
|
$1.86 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
3,666
shares
|
$1.86 Million
0.82% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
3,662
shares
|
$1.86 Million
1.79% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
3,656
shares
|
$1.86 Million
0.42% of portfolio
|
Q3 2025
Added 43.04%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
3,639
shares
|
$1.85 Million
1.04% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
3,638
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,638
shares
|
$1.85 Million
0.3% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,622
shares
|
$1.84 Million
1.51% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.83 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,611
shares
|
$1.83 Million
0.82% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
3,611
shares
|
$1.83 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,604
shares
|
$1.83 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
3,600
shares
|
$1.83 Million
3.42% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
3,597
shares
|
$1.83 Million
0.57% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.82 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Italy, S.R.L.
Milan, L6 |
Nov 14, 2025 Q3 2025 |
3,586
shares
|
$1.82 Million
1.38% of portfolio
|
Q3 2025
Reduced 88.72%
|
|