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 |
|---|---|---|---|---|---|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
3,156
shares
|
$1.6 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,142
shares
|
$1.59 Million
0.77% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
3,142
shares
|
$1.59 Million
0.69% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
3,141
shares
|
$1.59 Million
0.56% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
3,140
shares
|
$1.59 Million
0.83% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
3,137
shares
|
$1.59 Million
0.33% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,136
shares
|
$1.59 Million
1.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
3,134
shares
|
$1.59 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
3,133
shares
|
$1.59 Million
0.89% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
3,130
shares
|
$1.59 Million
0.9% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
3,129
shares
|
$1.59 Million
0.91% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
3,120
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.58 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
3,104
shares
|
$1.58 Million
0.78% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
3,103
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
3,098
shares
|
$1.57 Million
1.82% of portfolio
|
Q3 2025
Added 129.31%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.57 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,096
shares
|
$1.57 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,092
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.57 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
3,090
shares
|
$1.57 Million
0.78% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
3,082
shares
|
$1.56 Million
0.5% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
3,082
shares
|
$1.56 Million
1.4% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
3,078
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
3,076
shares
|
$1.56 Million
0.64% of portfolio
|
Q3 2025
Added 9.51%
|
|