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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,484
shares
|
$1.77 Million
0.45% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
3,484
shares
|
$1.77 Million
1.27% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
3,483
shares
|
$1.77 Million
2.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
3,478
shares
|
$1.77 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,473
shares
|
$1.76 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.76 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
3,465
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
3,461
shares
|
$1.76 Million
0.58% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
3,461
shares
|
$1.76 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
3,459
shares
|
$1.76 Million
1.28% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
3,446
shares
|
$1.75 Million
1.14% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,444
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
3,441
shares
|
$1.75 Million
0.61% of portfolio
|
Q3 2025
Added 66.39%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
3,441
shares
|
$1.75 Million
1.44% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,434
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
3,433
shares
|
$1.74 Million
1.49% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
3,432
shares
|
$1.74 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
3,426
shares
|
$1.74 Million
1.0% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
3,424
shares
|
$1.74 Million
3.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Impac Tfolio, LLC
|
Oct 03, 2025 Q3 2025 |
3,422
shares
|
$1.74 Million
0.77% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
3,421
shares
|
$1.74 Million
0.87% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
3,420
shares
|
$1.74 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
3,418
shares
|
$1.73 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,415
shares
|
$1.73 Million
0.8% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
3,414
shares
|
$1.73 Million
0.58% of portfolio
|
Q3 2025
Reduced 5.06%
|
|