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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,240
shares
|
$1.64 Million
3.62% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.64 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
3,238
shares
|
$1.64 Million
0.37% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Oct 15, 2025 Q3 2025 |
3,236
shares
|
$1.64 Million
1.67% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,232
shares
|
$1.64 Million
0.66% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
3,232
shares
|
$1.64 Million
0.91% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,224
shares
|
$1.64 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,213
shares
|
$1.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.63 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
3,210
shares
|
$1.63 Million
0.9% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
3,207
shares
|
$1.63 Million
0.43% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Castellan Group
Louisville, KY |
Oct 23, 2025 Q3 2025 |
3,200
shares
|
$1.62 Million
1.94% of portfolio
|
Q2 2025
Reduced 91.7%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
3,199
shares
|
$1.62 Million
1.0% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
3,198
shares
|
$1.62 Million
0.89% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
3,194
shares
|
$1.62 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.62 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
3,190
shares
|
$1.62 Million
1.27% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
3,177
shares
|
$1.61 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
3,173
shares
|
$1.61 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
3,169
shares
|
$1.61 Million
1.41% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
3,168
shares
|
$1.61 Million
0.67% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
3,163
shares
|
$1.61 Million
1.22% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.6 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
3,157
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
3,157
shares
|
$1.6 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.13%
|
|