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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
3,585
shares
|
$1.82 Million
4.02% of portfolio
|
Q3 2025
Reduced 95.13%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
3,584
shares
|
$1.82 Million
1.06% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,579
shares
|
$1.82 Million
0.88% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Algebris (Uk) LTD
London, X0 |
Oct 31, 2025 Q3 2025 |
3,575
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
3,570
shares
|
$1.81 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,564
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
3,558
shares
|
$1.81 Million
0.61% of portfolio
|
Q3 2025
Added 31.05%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
3,548
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
3,546
shares
|
$1.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 26.51%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
3,536
shares
|
$1.79 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
3,534
shares
|
$1.79 Million
1.22% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.79 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,521
shares
|
$1.79 Million
3.69% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Zeit Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,517
shares
|
$1.78 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
3,516
shares
|
$1.78 Million
1.3% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,515
shares
|
$1.78 Million
1.41% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
3,511
shares
|
$1.78 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
3,509
shares
|
$1.78 Million
0.63% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3,506
shares
|
$1.78 Million
1.0% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
3,505
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.78 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,498
shares
|
$1.78 Million
1.06% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,489
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
3,489
shares
|
$1.77 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.77 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|