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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
3,405
shares
|
$1.73 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
3,404
shares
|
$1.73 Million
0.68% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
3,398
shares
|
$1.72 Million
1.02% of portfolio
|
Q3 2025
Added 72.05%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
3,394
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.9%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
3,386
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,379
shares
|
$1.71 Million
0.2% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
3,378
shares
|
$1.71 Million
0.95% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
3,376
shares
|
$1.71 Million
1.14% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
3,367
shares
|
$1.71 Million
0.5% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,364
shares
|
$1.71 Million
0.76% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
3,363
shares
|
$1.71 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,362
shares
|
$1.71 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.7 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
3,347
shares
|
$1.7 Million
0.87% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
3,345
shares
|
$1.7 Million
0.95% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
3,336
shares
|
$1.69 Million
1.05% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
3,334
shares
|
$1.69 Million
1.71% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,328
shares
|
$1.69 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
3,327
shares
|
$1.69 Million
0.57% of portfolio
|
Q3 2025
Added 259.29%
|
|
|
Holland Advisory Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,318
shares
|
$1.68 Million
2.36% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
3,318
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
3,314
shares
|
$1.68 Million
0.66% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
3,311
shares
|
$1.68 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
3,311
shares
|
$1.68 Million
1.29% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
3,304
shares
|
$1.68 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.46%
|
|